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Morningstar

TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 18.47  /  +0.98 %
  • Total Assets 237.3 Mil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.66%
  • Turnover 21%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:02 AM GMT+0

Morningstar’s Analysis TSAIX

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

  • People Pillar

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

TIAA-CREF Lifestyle Aggressive Gr Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings TSAIX

More TSAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF International Eq Instl

15.29 38.3 Mil
—

Nuveen Growth Opportunities ETF

11.25 28.2 Mil
—

TIAA-CREF Large-Cap Growth Inst

11.20 28.1 Mil
—

TIAA-CREF Growth & Income Instl

9.50 23.8 Mil
—

Nuveen Dividend Growth R6

9.45 23.7 Mil
—

TIAA-CREF Large-Cap Value Instl

9.32 23.4 Mil
—

Nuveen Dividend Value R6

9.29 23.3 Mil
—

TIAA-CREF International Opps Instl

9.02 22.6 Mil
—

TIAA-CREF Emerging Markets Eq Instl

5.80 14.6 Mil
—

TIAA-CREF Quant Intl Sm-Cp Eq Instl

4.84 12.1 Mil
—