Skip to Content
Morningstar

TIAA-CREF Lifestyle Income Institutional TSITX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 10.46  /  +0.19 %
  • Total Assets 77.1 Mil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.41%
  • Turnover 16%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:29 PM GMT+0

Morningstar’s Analysis TSITX

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

  • People Pillar

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

TIAA-CREF Lifestyle Income Institutional’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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TSITX

More TSITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TIAA-CREF Short-Term Bond Inst

39.79 31.6 Mil
—

TIAA-CREF Core Bond Instl

19.93 15.8 Mil
—

TIAA-CREF Core Plus Bond Instl

19.93 15.8 Mil
—

TIAA-CREF International Eq Instl

3.08 2.4 Mil
—

Nuveen Growth Opportunities ETF

2.30 1.8 Mil
—

TIAA-CREF Large-Cap Growth Inst

2.24 1.8 Mil
—

TIAA-CREF Growth & Income Instl

1.91 1.5 Mil
—

Nuveen Dividend Growth R6

1.90 1.5 Mil
—

TIAA-CREF Large-Cap Value Instl

1.88 1.5 Mil
—

Nuveen Dividend Value R6

1.87 1.5 Mil
—