3 / 5 Stars
5 5 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 60 Retirement Income 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 9.37 percent over the past year, 7.50 percent over the past three years, and 12.15 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||12.1%|
|10 Years (Annualized)||N/A|
The investment seeks high total return over time primarily through income, with a secondary emphasis on capital appreciation. 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. The fund expects to allocate approximately 40.00% of its assets to equity underlying funds and 60.00% of its assets to fixed-income underlying funds. Target allocations may be changed and actual allocations may vary up to 10% from the targets.
Fees are Average compared to funds in the same category.
TIAA-CREF Lifecycle Retirement Income Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.