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Morningstar

TIAA-CREF Lifecycle Index 2040 Instl TLZIX

Morningstar Analyst Rating
Analyst rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 24.39  /  0.83 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.100%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.92%
  • Turnover 12%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis TLZIX

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

People Pillar

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

Manager Departs From the TIAA-CREF Lifecycle Index Series; Ratings Unchanged

Associate Analyst

Analyst Note

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