5 / 5 Stars
5 5 4 5 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#1 in Target Date 2000-2010
U.S. News evaluated 38 Target Date 2000-2010 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 9.74 percent over the past year, and 8.61 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.7%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks high total return over time through a combination of capital appreciation and income. 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 an asset allocation strategy designed for investors who retired in 2010 or plan to retire within a few years of 2010. The fund has a policy of investing at least 80% of its assets in underlying funds that are managed to seek investment returns that track particular market indices.
Fees are Low compared to funds in the same category.
TIAA-CREF Lifecycle Index 2010 Fund has an expense ratio of 0.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.