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Morningstar

TIAA-CREF Lifecycle Retire Income Retail TLRRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.51  /  0.00
  • Total Assets 469.3 Mil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.620%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.58%
  • Turnover 28%

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

Morningstar’s Analysis TLRRX

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

People Pillar

The People Pillar is our evaluation of the TLRRX 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 TLRRX’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

Summary

| by Jason Kephart

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.

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