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Morningstar

TIAA-CREF Lifestyle Moderate Instl TSIMX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 13.94  /  −0.14 %
  • Total Assets 550.8 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.61%
  • Turnover 19%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis TSIMX

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

  • People Pillar

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

TIAA-CREF Lifestyle Moderate 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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings TSIMX

More TSIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Core Plus Bond Instl

39.74 225.2 Mil
—

TIAA-CREF International Eq Instl

9.21 52.2 Mil
—

Nuveen Growth Opportunities ETF

6.83 38.7 Mil
—

TIAA-CREF Large-Cap Growth Inst

6.71 38.0 Mil
—

TIAA-CREF Growth & Income Instl

5.71 32.4 Mil
—

Nuveen Dividend Growth R6

5.70 32.3 Mil
—

TIAA-CREF Large-Cap Value Instl

5.61 31.8 Mil
—

Nuveen Dividend Value R6

5.59 31.6 Mil
—

TIAA-CREF International Opps Instl

5.44 30.8 Mil
—

TIAA-CREF Emerging Markets Eq Instl

3.50 19.8 Mil
—