The TIAA-CREF Lifecycle Target Date series has some distinctive traits, but its underlying fund lineup has seen substantial changes and the target-date team is small. All share classes retain a Morningstar Analyst Rating of Neutral.
TIAA-CREF Lifecycle 2040 Premier TCZPX
NAV / 1-Day Return
11.30
/
0.09
%
Total Assets
7.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.590%
Expense Ratio
0.590%
Fee Level
Average
Longest Manager Tenure
15.80
years
Category
Target-Date 2040
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
3.47%
Turnover
46%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will TCZPX 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 TCZPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the TCZPX 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 TCZPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Changes of late.
