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TIAA-CREF Lifecycle Index 2040 Advisor TLZHX

Analyst rating as of
NAV / 1-Day Return
22.62  /  1.25 %
Total Assets
4.3 Bil
Adj. Expense Ratio
0.180%
Expense Ratio
0.180%
Fee Level
Low
Longest Manager Tenure
11.00 years
Category
US Fund Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.96%
Turnover
11%
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Morningstar’s Analysis

Will TLZHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A streamlined version of its original series.

Senior Analyst

Summary

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TIAA-CREF Lifecycle Index’s glide path is based on the same research used for the original Lifecycle series, but holds a smaller line-up of mostly index funds as underlying holdings. Two share classes have low fees and earn a Morningstar Analyst Rating of Bronze. The more expensive share classes land at Neutral.

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