TIAA-CREF Lifecycle Retire Inc Instl
730 Third Ave. New York NY 10017
Map
Phone: 800-842-2776
| Category: | Retirement Income | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 5.56M | | Year-to-Date Return: | 13.91% | | Yield: | 2.52% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Nov-07 |
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Hans L. Erickson
Lead Manager since
30-Nov-07 | | | 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 high total return over time primarily through income, with a secondary emphasis on capital appreciation. The 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. Currently, it invests in a diversified portfolio consisting of about 40% stocks and 60% bonds. The fund expects to allocate approximately 40% of assets to equity underlying funds and 60% of assets to fixed-income underlying funds. |
| Last Dividend
(25-Sep-09):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 45.93% |
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| Expense | TLRIX | Category
Avg | | Total Expense Ratio: | 0.38%
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.07% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 396 | $918 | | 5 Yr Expense Projection*: |
$ 834 | $1,225 | | 10 Yr Expense Projection*: |
$ 2,052 | $2,369 |
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