Skip to Content
Morningstar

TIAA-CREF Lifecycle Index 2025 Premier TLVPX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 20.09  /  0.10 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.13%
  • Turnover 14%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:26 PM GMT+0

Morningstar’s Analysis TLVPX

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

People Pillar

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

Effective and cheap.

Associate Analyst Spencer Brown

Spencer Brown

Associate Analyst

Summary

Sufficient resources support a team that plies a reasonable allocation process at this target-date series.

by Spencer Brown
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TLVPX

More TLVPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Bond Index W

36.61
1,950,724,696
—

TIAA-CREF Equity Index W

34.25
1,824,886,104
—

TIAA-CREF International Eq Idx W

12.72
677,768,462
—

TIAA-CREF Emerging Markets Eq Idx W

5.61
299,095,238
—

TIAA-CREF Short-Term Bond Index W

5.36
285,441,395
—

TIAA-CREF Inflation Link Bd W

5.35
284,832,087
—

Fixed Inc Clearing Corp.Repo

0.11
5,717,000
Cash and Equivalents

Usd

0.00
200
Cash and Equivalents