Nasdaq - Delayed Quote USD

TIAA-CREF Lifecycle 2040 Premier (TCZPX)

10.55 +0.10 (+0.96%)
As of 8:05 AM EDT. Market Open.

Top 10 Holdings (80.62% of Total Assets)

SymbolCompany% Assets
TIEWX
TIAA-CREF International Equity Fund 12.03%
NUGO
Nuveen Growth Opportunities ETF 8.90%
TILWX
TIAA-CREF Large Cap Growth Fund 8.82%
TBBWX
TIAA-CREF Core Bond W 8.81%
TGIWX
TIAA-CREF Growth & Income Fund 7.48%
NSBFX
Nuveen Dividend Growth R6 7.42%
TRLWX
TIAA-CREF Large-Cap Value W 7.33%
FFEFX
Nuveen Dividend Value R6 7.31%
TIOVX
TIAA-CREF International Opportunities Fund 7.09%
TCBWX
TIAA-CREF Core Plus Bond W 5.44%
Get Quotes for Top Holdings

Sector Weightings

SectorTCZPX
Technology   25.84%
Financial Services   14.69%
Consumer Cyclical   12.76%
Healthcare   12.10%
Industrials   10.59%
Communication Services   6.37%
Energy   4.92%
Consumer Defensive   4.67%
Basic Materials   4.11%
Utilities   2.12%
Real Estate   1.83%

Overall Portfolio Composition (%)

Cash 0.99%
Stocks 78.00%
Bonds 15.78%
Others 4.79%
Preferred 0.42%
Convertible 0.03%

Bond Ratings

US Government 4.63%
AAA 4.95%
AA 40.59%
A 12.10%
BBB 22.69%
BB 10.01%
B 6.32%
Below B 0.77%
Other 2.57%

Equity Holdings

Average TCZPX Category Average
Price/Earnings 0.04 23.13
Price/Book 0.31 2.89
Price/Sales 0.46 2.12
Price/Cashflow 0.07 14.1
Median Market Cap 116,116.12 69,227.1
3 Year Earnings Growth 23.42 12.06

Bond Holdings

Average TCZPX Category Average
Maturity -- 8.06
Duration 4.37 6.63
Credit Quality -- --

Performance & Risk

YTD Return 4.15%
5y Average Return 8.00%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family TIAA Investments
Net Assets 6.27B
YTD Return 7.11%
Yield 2.21%
Morningstar Rating
Inception Date Dec 04, 2015

Fund Summary

The fund is a "fund of funds" that invests in Class W shares of other funds of the Trust and in other investment pools or investment products. Advisors currently expects to allocate approximately 77.80% of the fund's assets to equity underlying funds, 17.20% of its assets to fixed-income underlying funds and 5.00% of its assets to direct real estate underlying funds. Target allocations will change over time and actual allocations may vary up to ten percentage points from the targets.

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