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TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund Ranking and Research

Ranking, Research and Recommendation of TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) ManagerFund Manager - Hans L. Erickson

Fund Manager Information

Fund Manager Tenure: 10.2 years
Fund Family: TIAA-CREF Asset Management
Fund Category: Target-Date Retirement
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) ProfileTIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) Profile

Fund Profile and Description

TIAA-CREF Lifecycle Index Ret Inc Inst Fund seeks high total return over time primarily through income, with a secondary emphasis on capital appreciation. TIAA-CREF Lifecycle Index Ret Inc Inst Fund invests primarily in underlying funds according to a fixed, more conservative asset allocation strategy designed for investors who are already in or entering retirement. It invests in a diversified portfolio consisting of approximately 40% stocks and 60% bonds. TIAA-CREF Lifecycle Index Ret Inc Inst Fund expects to allocate approximately 40% of assets to equity underlying funds and 60% of assets to fixed-income underlying funds. The target allocations change over time and actual allocations may vary up to 10% from the current target allocations.

 

TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund Strength What we like about TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund

Data for TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) as of May 30, 2016

  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) management has been with TIAA-CREF Lifecycle Index Ret Inc Inst Fund for 10.2 years
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) has good short-term performance (1-year return 0.10% vs -0.45% Target-Date Retirement category median performance)
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) has good mid-term performance (3-year return 4.48% vs 2.77% Target-Date Retirement category median performance)
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) has good Long-term performance (5-year return 5.18% vs 3.52% Target-Date Retirement category median performance)
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) ratio of up-years vs down years is greater than 2
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) has a Morningstar rating of 4 and above
  • Asset base in TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) has a lower expense ratio than its Target-Date Retirement average: 0.04% vs 0.44%
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) Weakness What we are cautious about TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund

Data for TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) as of May 30, 2016

  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) has an annual stock turnover rate of 35.00% that is higher than the Target-Date Retirement average of 33.20%. This could mean TIAA-CREF Lifecycle Index Ret Inc Inst is more nimble, but also signal potential high tax impact and high trading fees
  • TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.12 that is higher than category average of 4.59
See TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) performance details as of May 30, 2016

 

What do you think?

 

Compare TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX)Compare with other top Target-Date Retirement category mutual funds

Aadditional top Target-Date Retirement mutual funds for your consideration

FundYear to Date1 Year3 year5 year
TIAA-CREF Lifecycle Index Ret Inc Inst2.840.104.485.18
Vanguard Target Retirement Income Inv (VTINX)3.150.894.004.65Compare
American Century One Choice In Ret Instl (ATTIX)2.98-0.314.505.52Compare
Voya Solution Income Port I (ISWIX)2.700.454.284.40Compare

See top fund managers for Target-Date Retirement Category Funds

 

Graph of TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) Net Asset TrackingTIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund Net Asset

Track net asset change of TIAA-CREF Lifecycle Index Ret Inc Inst fund (TRILX)

DateNet Asset
05/2016$72.90M
03/2016$68.42M
02/2016$59.81M
More historic net asset information on TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX)

  

Graph of TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) Portfolio TrackingTIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund Portfolio Allocation

Track portfolio allocation change of TIAA-CREF Lifecycle Index Ret Inc Inst fund (TRILX)

DateCashStockBondOther
04/20163.04%39.55%57.21%0.17%
03/20162.97%40.05%56.69%0.28%
01/20163.88%39.04%56.77%0.28%
Click here to see more historic asset allocation information on TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX)

 

graph of TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) Top 10 Position TrackingTop 10 Holdings in TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund

Discover what TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) manager is buying

Apr 29, 2016
TIAA-CREF Bond Index Institutional [39.96%]
TIAA-CREF Equity Index Instl [27.92%]
TIAA-CREF Inflation Link Bd Instl [9.98%]
TIAA-CREF Short-Term Bond Index Instl [9.98%]
TIAA-CREF International Eq Idx Instl [9.27%]
TIAA-CREF Emerging Markets Eq Idx Instl [2.78%]

Mar 30, 2016
TIAA-CREF Bond Index Institutional [39.61%]
TIAA-CREF Equity Index Instl [28.3%]
TIAA-CREF Inflation Link Bd Instl [9.91%]
TIAA-CREF Short-Term Bond Index Instl [9.87%]
TIAA-CREF International Eq Idx Instl [9.31%]
TIAA-CREF Emerging Markets Eq Idx Instl [2.84%]

Jan 30, 2016
TIAA-CREF Bond Index Institutional [40.39%]
TIAA-CREF Equity Index Instl [27.59%]
TIAA-CREF Inflation Link Bd Instl [9.93%]
TIAA-CREF Short-Term Bond Index Instl [9.91%]
TIAA-CREF International Eq Idx Instl [9.43%]
TIAA-CREF Emerging Markets Eq Idx Instl [2.66%]
Click here for Stock Holding Change Map in TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX)

  

Latest News on TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund

See what is happening with TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX)

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TIAA-CREF Lifecycle Index Ret Inc Inst Fund (TRILX) Related ResourcesSee more information on TIAA-CREF Lifecycle Index Ret Inc Inst (TRILX) Fund

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