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Morningstar

TIAA-CREF Lifecycle 2020 Premier TCWPX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.78  /  0.34 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.540%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.93%
  • Turnover 22%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis TCWPX

Will TCWPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCWPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TCWPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TCWPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Manager Departs From the TIAA-CREF Lifecycle Series; Ratings Unchanged

Associate Analyst

Analyst Note

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