Advertisement
Skip to Content
Morningstar

TIAA-CREF Lifecycle 2040 Premier TCZPX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.31  /  0.00
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    0.391%
  • Expense Ratio 0.590%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.76%
  • Turnover 29%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TCZPX

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.

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

Associate Analyst

Analyst Note

|

Unlock our full analysis with Morningstar Investor