Mutual Fund Insights: TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

In-depth Analysis of TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

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See TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) performance details as of January 31, 2010

  

Last Trade: $10.08 on 3/18/2010, Change: -0.02 (-0.2%)

  

Fund Manager - Hans L. Erickson

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

Erickson has been serving for Teachers Advisors Inc. as a managing director since 1996. Prior to that, Erickson joined Templeton Quantitative Advisers in 1990. Erickson was employed by Anderson Consulting from May 1989 through February 1990 and Morgan Stanley from June 1988 through May 1989.  Get more insights on Hans L. Erickson

  

 What we like about TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

Data for TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) as of January 31, 2010

• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) management has been with TIAA-CREF Lifecycle 2040 Retire Fund for 4.0 years
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) has good mid-term performance (3-year return -6.01% vs -6.79% Target Date 2036-2040 category average)
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) ratio of up-years vs down years is greater than 2
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) has an annual stock turnover rate of 14.00% vs Target Date 2036-2040 average of 42.51%. It is good that TIAA-CREF Lifecycle 2040 Retire management does not trade extensively for its return.
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.88, lower than category average of 20.67

  

 What we are cautious about TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

Data for TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) as of January 31, 2010

• TIAA-CREF Lifecycle 2040 Retire Fund is a focused fund with 98.47% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) has a less-than-ideal short-term performance (1-year return 33.86% vs 36.44% Target Date 2036-2040 category average)
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) has a less-than-ideal Long-term performance (5-year return 0.65% vs 0.75% Target Date 2036-2040 category average)
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) has a Morningstar rating of 3 and below
• TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) has a higher management fee of 0.72% than its Target Date 2036-2040 average of 0.64%
• Even though TIAA-CREF Lifecycle 2040 Retire Fund carries no load, it does have a 0.05% of 12b1 promotion, distributions, marketing expenses

See TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) performance details as of January 31, 2010

  

  

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TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) Net Asset

Track net asset change of TIAA-CREF Lifecycle 2040 Retire fund (TCLOX)

Date	Net Asset
01/2010	$713.12M
11/2009	$699.56M
10/2009	$641.46M

More historic net asset information on TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

  

TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) Portfolio Allocation

Track portfolio allocation change of TIAA-CREF Lifecycle 2040 Retire fund (TCLOX)

Date	Cash	Stock	Bond	Other
11/2009	0.58%	89.42%	9.87%	0.13%
09/2009	1.14%	89.34%	9.3%	0.22%
08/2009	0.74%	89.39%	9.66%	0.21%

Click here to see more historic asset allocation information on TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

  

Most Recent Top 10 Holdings in TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

Discover what TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX) manager is buying

30-Nov-09 TIAA-CREF Enh Lg Cp Gr Idx Inst [15.86%] TIAA-CREF Enh Lg Cp Val Idx Inst [15.64%] TIAA-CREF International Eq Instl [11.11%] TIAA-CREF Enh Intl Eq Idx Inst [11.06%] TIAA-CREF Large-Cap Growth Inst [10.59%] TIAA-CREF Large-Cap Value Instl [10.43%] TIAA-CREF Growth & Income Instl [8.91%] TIAA-CREF Bond Instl [5.92%] TIAA-CREF Small-Cap Equity Instl [5.02%] TIAA-CREF High-Yield Inst [3.93%]

30-Sep-09 TIAA-CREF Enh Lg Cp Val Idx Inst [15.57%] TIAA-CREF Enh Lg Cp Gr Idx Inst [15.48%] TIAA-CREF International Eq Instl [11.29%] TIAA-CREF Enh Intl Eq Idx Inst [11.27%] TIAA-CREF Large-Cap Value Instl [10.4%] TIAA-CREF Large-Cap Growth Inst [10.29%] TIAA-CREF Growth & Income Instl [8.8%] TIAA-CREF Bond Instl [6.02%] TIAA-CREF Small-Cap Equity Instl [5.29%] TIAA-CREF High-Yield Inst [4.03%]

31-Aug-09 TIAA-CREF Enh Lg Cp Val Idx Inst [15.62%] TIAA-CREF Enh Lg Cp Gr Idx Inst [15.52%] TIAA-CREF Enh Intl Eq Idx Inst [11.31%] TIAA-CREF International Eq Instl [11.27%] TIAA-CREF Large-Cap Value Instl [10.4%] TIAA-CREF Large-Cap Growth Inst [10.34%] TIAA-CREF Growth & Income Instl [8.82%] TIAA-CREF Bond Instl [6.08%] TIAA-CREF Small-Cap Equity Instl [5.18%] TIAA-CREF High-Yield Inst [4.06%]

Click here for Stock Holding Change Map in TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

  

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Latest News on TIAA-CREF Lifecycle 2040 Retire (TCLOX)

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See more information on TIAA-CREF Lifecycle 2040 Retire Fund (TCLOX)

• TIAA-CREF Lifecycle 2040 Retire Fund Insights
• TIAA-CREF Lifecycle 2040 Retire Fund Performance Data
• TIAA-CREF Lifecycle 2040 Retire Fund News
• TIAA-CREF Lifecycle 2040 Retire Fund Score Explaination
• TIAA-CREF Lifecycle 2040 Retire Fund Manager Information
• Historic TIAA-CREF Lifecycle 2040 Retire Fund Asset Allocation Report
• Historic TIAA-CREF Lifecycle 2040 Retire Fund Top 10 Holding Tracking
• Historic TIAA-CREF Lifecycle 2040 Retire Fund Asset Under Management Tracking