TIAA-CREF Managed Allc Inst 730 Third Ave. New York NY 10017 Map
Phone: 888-842-0318
| Category: | Moderate Allocation | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 1.96M | | Year-to-Date Return: | 16.61% | | Yield: | 2.85% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-06 |
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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: | $2,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks favorable returns. The fund invests approximately 60% of net assets in equity funds, approximately 40% of net assets in fixed-income funds and up to 5% of net assets in real estate funds.If Advisors believes that the relative attractiveness of the markets in which the equity and fixed-income funds are invested changes, the fund can adjust the percentage of investments in these funds up or down by up to 10%. |
| Last Dividend
(25-Sep-09):
| 0.04 | | Last Cap Gain
(21-Dec-07):
| 0.01 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 81.32% |
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| Expense | TIMIX | Category Avg | | Total Expense Ratio: | 0.46%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 164 | $631 | | 5 Yr Expense Projection*: |
$ 295 | $951 | | 10 Yr Expense Projection*: |
$ 678 | $1,858 |
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