TIAA-CREF Lifecycle Index Retirement Income is a cheap conservative balanced strategy composed primarily of index funds. It earns a Morningstar Analyst rating of Bronze across its share classes.
TIAA-CREF Lifecycle Index Ret Inc Instl TRILX
NAV / 1-Day Return
17.47
/
0.29
%
Total Assets
638.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.100%
Expense Ratio
0.100%
Fee Level
Low
Longest Manager Tenure
11.81
years
Category
Allocation--30% to 50% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / ModerateStatus
Open
TTM Yield
1.78%
Turnover
27%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A cheap conservative balanced fund.
