TIAA-CREF Lifecycle 2040 Retire
Tiaa-cref Funds 730 Third Ave. New York NY 10017
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Phone: 800-842-2776
| Category: | Target Date 2036-2040 | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 713.12M | | Year-to-Date Return: | -3.52% | | Yield: | 1.47% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-04 |
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Hans L. Erickson
Lead Manager since
31-Mar-06 | | | 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. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return through a combination of capital appreciation and income. The fund invests in underlying funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040. It expects to allocate approximately 90.0% of assets to equity underlying funds and 10.0% 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. |
| Last Dividend
(18-Dec-09):
| 0.14 | | Last Cap Gain
(19-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 42.51% |
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| Expense | TCLOX | Category
Avg | | Total Expense Ratio: | 0.72%
| 0.64% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | %
| 5.24% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$ 284 | $909 | | 5 Yr Expense Projection*: |
$ 512 | $1,392 | | 10 Yr Expense Projection*: |
$ 1,167 | $2,629 |
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