3 / 5 Stars
5 5 1 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#7 in Target Date 2036-2040
U.S. News evaluated 45 Target Date 2036-2040 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 25.10 percent over the past year, 13.84 percent over the past three years, and 3.77 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||10.6%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||3.8%|
|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 (collectively, the "underlying funds"). It invests in underlying funds according to an asset allocation strategy designed for investors retiring or planning to retire within a few years of 2040.
Fees are Below Average compared to funds in the same category.
TIAA-CREF Lifecycle 2040 Retirement Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.