3 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 251 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.46 percent over the past year, 9.04 percent over the past three years, and 13.95 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||14.0%|
|10 Years (Annualized)||N/A|
The investment seeks favorable returns that reflect the broad investment performance of the financial markets. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It invests in underlying funds according to a relatively stable asset allocation strategy and will generally seek to meet its investment objective by investing: (1) approximately 60% of its assets in equity underlying funds including up to 5% of its assets in real estate underlying funds; and (2) approximately 40% of its assets in fixed-income underlying funds ("target allocations").
Fees are Low compared to funds in the same category.
TIAA-CREF Managed Allocation Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.