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Morningstar

TIAA-CREF Lifecycle Retire Income Retire TLIRX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 10.25  /  0.29 %
  • Total Assets 422.1 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.61%
  • Turnover 19%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:28 AM GMT+0

Morningstar’s Analysis TLIRX

Will TLIRX 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 TLIRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TLIRX 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 TLIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund has a unique real estate allocation but no edge over peers.

Director Jason Kephart

Jason Kephart

Director

Summary

An impending manager change doesn’t change our outlook for TIAA-CREF Lifecycle Retirement Income’s team, but the process lacks a clear advantage over peers. Its Process rating has been downgraded to Average from Above Average. As a result, its cheapest share classes have been downgraded to Morningstar Analyst Ratings of Neutral from Bronze. The more-expensive share classes retain their Neutral ratings.

by Jason Kephart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TLIRX

More TLIRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 78.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Core Bond W

21.08
92,123,311
—

TIAA-CREF Core Plus Bond W

13.07
57,108,563
—

TIAA-CREF Short-Term Bond W

10.06
43,982,958
—

TIAA-CREF Inflation Link Bd W

10.05
43,913,638
—

Tiaa Cref Real Property Fnd Lp

5.26
22,979,038
—

TIAA-CREF International Eq W

5.16
22,568,550
—

Nuveen Growth Opportunities ETF

3.84
16,764,623
—

TIAA-CREF Large-Cap Growth W

3.73
16,289,720
—

Nuveen Dividend Value R6

3.31
14,475,712
—

TIAA-CREF Large-Cap Value W

3.31
14,469,512
—