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TIAA-CREF Lifecycle 2050 Retirement TLFRX

Analyst rating as of
NAV / 1-Day Return
12.59  /  0.88 %
Total Assets
2.4 Bil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
High
Longest Manager Tenure
12.61 years
Category
US Fund Target-Date 2050
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.48%
Turnover
12%
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Morningstar’s Analysis

Will TLFRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

A new approach coming for retirees.

Senior Analyst

Summary

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In July 2019, the managers behind the TIAA-CREF Lifecycle series announced plans for a new approach in the retirement years. Instead of landing at a 40% equity stake, including a 5% position in direct real estate, and merging into a retirement-income fund 10 years after the target date, the funds will continue to glide down to a 20% equity stake until 30 years after target date. This glide-path extension will bring the series equity exposure more in line with the peer average in the retirement phase. Overall, the series stable management, well-diversified approach, and attractive pricing continue to support a Morningstar Analyst Rating of Bronze.

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