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TIAA-CREF Lifecycle Index 2040 Retire TLZRX

Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 24.38  /  0.08 %
  • Total Assets 7.3 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.61%
  • Turnover 13%

Morningstar’s Analysis TLZRX

Will TLZRX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings TLZRX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Equity Index W

52.76
3,975,031,111

TIAA-CREF International Eq Idx W

19.49
1,468,696,991

TIAA-CREF Bond Index W

19.18
1,445,014,522

TIAA-CREF Emerging Markets Eq Idx W

8.46
637,686,751

Fixed Inc Clearing Corp.Repo

0.11
7,915,000
Cash and Equivalents

Usd

0.00
358
Cash and Equivalents