4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 in Target Date 2021-2025
U.S. News evaluated 43 Target Date 2021-2025 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 18.71 percent over the past year, and 12.07 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||8.1%|
|3 Years (Annualized)||12.1%|
|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 retiring or planning to retire within a few years of 2025. The fund has a policy of investing at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) 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 2025 Fund has an expense ratio of 0.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.