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Morningstar

TIAA-CREF Lifecycle Retire Income Prem TPILX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 10.66  /  0.09 %
  • Total Assets 430.9 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.28%
  • Turnover 19%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:20 PM GMT+0

Morningstar’s Analysis TPILX

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

People Pillar

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

A seasoned team implements a reliable and efficient approach.

Associate Analyst Spencer Brown

Spencer Brown

Associate Analyst

Summary

TIAA-CREF Lifecycle Retirement Income’s robust asset-allocation process and strong lineup of actively managed underlying funds result in a compelling, income-oriented portfolio.

by Spencer Brown
Rated on Published on

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Portfolio Holdings TPILX

More TPILX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 79.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Core Bond W

20.98
86,691,619
—

TIAA-CREF Core Plus Bond W

13.01
53,775,197
—

TIAA-CREF Short-Term Bond W

10.08
41,633,780
—

TIAA-CREF Inflation Link Bd W

10.05
41,509,776
—

Tiaa Cref Real Property Fnd Lp

5.58
23,041,346
—

TIAA-CREF International Eq W

5.16
21,309,858
—

Nuveen Growth Opportunities ETF

3.80
15,690,247
—

TIAA-CREF Large-Cap Growth W

3.77
15,585,621
—

TIAA-CREF Large-Cap Value W

3.29
13,575,390
—

Nuveen Dividend Value R6

3.28
13,538,321
—