TIAA-CREF Lifecycle Index 2025 Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 5 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

#3 in Target Date 2021-2025

U.S. News evaluated 49 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.

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Performance

The fund has returned 15.51 percent over the past year, and 9.39 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 15.5%
3 Years (Annualized) 9.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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 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. The fund expects to allocate approximately 67.60% of its assets to equity underlying funds and 32.40% of its assets to fixed-income underlying funds.

Fees

Fees are Average compared to funds in the same category.
TIAA-CREF Lifecycle Index 2025 Fund has an expense ratio of 0.08 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top TIAA-CREF Mutual Funds Funds