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Morningstar

TIAA-CREF Lifecycle Index Ret Inc Instl TRILX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.97  /  0.07 %
  • Total Assets 604.3 Mil
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.100%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.64%
  • Turnover 24%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TRILX

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

People Pillar

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

Straightforward and inexpensive.

Director

Summary

| by Jason Kephart

TIAA-CREF Lifecycle Index Retirement Income’s lead manager is departing, but the remaining managers are well established and the fund remains a straightforward and broadly diversified option. All four share classes continue to earn a Morningstar Analyst Rating of Bronze.

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