Nasdaq - Delayed Quote • USD
TIAA-CREF Lifecycle 2040 Institutional (TCOIX)
At close: 8:06 AM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.13% |
| 5y Average Return | 8.16% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TCOIX | Category Average | TCOIX | Category Average | TCOIX | Category Average | |
| Alpha | 2.6 | -0.01 | 2.08 | -0.01 | 1.1 | -0.01 |
| BETA | 1.13 | 0.01 | 1.23 | 0.01 | 1.3 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 0.85 | 0.01 | 0.73 | 0.01 |
| R-squared | 96.32 | 0.98 | 96.53 | 0.98 | 95.15 | 0.97 |
| Standard Deviation | 14.32 | 0.15 | 15.55 | 0.13 | 13.15 | 0.12 |
| Sharpe Ratio | 0.22 | 0.01 | 0.52 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | 1.92 | 0.09 | 5.87 | 0.09 | 5.18 | 0.07 |
Related Tickers
RYVYX Rydex NASDAQ-100 2x Strategy H
428.48
+3.00%
RYVLX Rydex NASDAQ-100 2x Strategy A
428.60
+3.00%
UOPIX ProFunds UltraNASDAQ-100 Inv
84.99
+2.99%
RYCCX Rydex NASDAQ-100 2x Strategy Fund
309.48
+2.99%
UOPSX ProFunds UltraNASDAQ-100 Svc
58.63
+2.99%
INPSX ProFunds Internet UltraSector Svc
27.14
+2.96%
INPIX ProFunds Internet UltraSector Inv
42.34
+2.94%
LGLIX Lord Abbett Growth Leaders I
38.52
+2.69%
LGLUX Lord Abbett Growth Leaders R5
38.54
+2.69%
LGLFX Lord Abbett Growth Leaders F
38.17
+2.69%
LGLAX Lord Abbett Growth Leaders A
36.69
+2.69%
LGLQX Lord Abbett Growth Leaders R2
35.19
+2.68%
LGLRX Lord Abbett Growth Leaders R3
35.25
+2.68%
LGLOX Lord Abbett Growth Leaders F3
38.86
+2.67%
LGLVX Lord Abbett Growth Leaders R6
38.86
+2.67%
LGLSX Lord Abbett Growth Leaders R4
36.70
+2.66%
LGLCX Lord Abbett Growth Leaders C
31.38
+2.65%
DVSMX Driehaus Small Cap Growth Investor
20.25
+2.58%
DNSMX Driehaus Small Cap Growth Institutional
20.66
+2.58%
ARTYX Artisan Developing World Investor
18.00
+2.56%
APDYX Artisan Developing World Fund
18.19
+2.54%
NEEGX Needham Growth Retail
65.02
0.00%
APHDX Artisan Global Discovery Fund
19.11
+2.52%
APHYX Artisan Developing World Fund
18.31
+2.52%
UMPSX ProFunds UltraMid Cap Svc
47.25
+2.52%
UMPIX ProFunds UltraMid Cap Inv
61.24
+2.51%
APFDX Artisan Global Discovery Fund
18.90
+2.49%
APDDX Artisan Global Discovery Fund
18.97
+2.49%
NPSGX Nicholas Partners Small Cap Gr Instl
15.07
+2.38%
BIOIX Baron Opportunity Instl
40.61
+2.32%
BIOUX Baron Opportunity R6
40.65
+2.32%
BIOPX Baron Opportunity Retail
38.10
+2.31%
VWIGX Vanguard International Growth Inv
32.98
+2.26%
VWILX Vanguard International Growth Adm
104.88
+2.24%
BDFFX Baron Discovery Retail
26.28
+2.22%
BDFUX Baron Discovery R6
27.01
+2.19%
BDFIX Baron Discovery Institutional
27.01
+2.19%
FSPTX Fidelity Select Technology
30.35
0.00%
BGSRX BlackRock Technology Opportunities R
55.11
+2.19%
BSTSX BlackRock Technology Opportunities Svc
56.52
+2.19%
BGSAX BlackRock Technology Opportunities Inv A
55.14
+2.19%
BGSIX BlackRock Technology Opportunities Instl
60.83
+2.18%
BTEKX BlackRock Technology Opportunities K
60.99
+2.18%
BGSCX BlackRock Technology Opportunities Inv C
43.67
+2.18%
MMEYX Victory Integrity Discovery Fund
44.42
+2.16%
PRMTX T. Rowe Price Comm & Tech Investor
132.91
+2.16%
TTMIX T. Rowe Price Comm & Tech I
133.51
+2.16%
RYSAX Rydex Electronics H
340.07
+2.15%
MMECX Victory Integrity Discovery Fund
23.73
+2.15%
RYSIX Rydex Electronics Inv
385.92
+2.15%
RYELX Rydex Electronics Fund
350.97
+2.15%
RYSCX Rydex Electronics C
297.11
+2.15%
MMEAX Victory Integrity Discovery Fund
39.11
+2.14%
MMMMX Victory Integrity Discovery Fund
39.22
+2.14%
PRJBX PGIM Jennison Global Opportunities R2
42.40
+2.12%
PRJAX PGIM Jennison Global Opportunities A
42.04
+2.11%
PRJDX PGIM Jennison Global Opportunities R4
43.03
+2.11%
PRJQX PGIM Jennison Global Opportunities R6
43.60
+2.11%
PRJCX PGIM Jennison Global Opportunities C
37.79
+2.11%
ALZFX Alger Focus Equity Z
61.11
+2.11%
ALAFX Alger Focus Equity A
58.71
+2.10%
PRJZX PGIM Jennison Global Opportunities Z
43.19
+2.10%
ALGYX Alger Focus Equity Y
61.33
+2.10%
ALGRX Alger Focus Equity I
59.19
+2.09%
ALCFX Alger Focus Equity C
52.86
+2.09%
JLGZX JPMorgan Large Cap Growth R2
61.00
+2.06%
JLGPX JPMorgan Large Cap Growth R3
65.64
+2.05%
OLGAX JPMorgan Large Cap Growth A
65.21
+2.05%
OLGCX JPMorgan Large Cap Growth C
42.87
+2.05%
PWJZX PGIM Jennison International Opps Z
29.92
+2.05%
JLGQX JPMorgan Large Cap Growth R4
66.90
+2.04%
JLGMX JPMorgan Large Cap Growth R6
70.44
+2.04%
JLGRX JPMorgan Large Cap Growth R5
69.53
+2.04%
SEEGX JPMorgan Large Cap Growth I
67.06
+2.04%
PWJDX PGIM Jennison International Opps R4
29.68
+2.03%
PWJCX PGIM Jennison International Opps C
26.71
+2.02%
PWJRX PGIM Jennison International Opps R
28.77
+2.02%
PWJBX PGIM Jennison International Opps R2
29.28
+2.02%
PWJAX PGIM Jennison International Opps A
29.30
+2.02%
PWJQX PGIM Jennison International Opps R6
30.00
+2.01%
TCMSX Voya Small Cap Growth I
41.10
-0.22%
VLNPX Voya Small Cap Growth R6
41.15
-0.22%
VSTCX Vanguard Strategic Small-Cap Equity Inv
38.09
+1.95%
FRMPX Nuveen Small Cap Growth Opportunities Fund
23.77
+1.93%
CMTFX Columbia Global Technology Growth Inst
76.15
0.00%
CTYRX Columbia Global Technology Growth Adv
77.33
0.00%
CGTUX Columbia Global Technology Growth Inst3
78.41
0.00%
CTCAX Columbia Global Technology Growth A
72.10
0.00%
FMPFX Nuveen Small Cap Growth Opportunities Fund
31.85
+1.92%
CTHRX Columbia Global Technology Growth Inst2
78.04
0.00%
FIMPX Nuveen Small Cap Growth Opp I
31.35
+1.92%
BREUX Baron Real Estate R6
35.61
+1.92%
BREIX Baron Real Estate Institutional
35.61
+1.92%
TSCGX Thrivent Small Cap Growth S
17.01
+1.92%
BREFX Baron Real Estate Retail
34.56
+1.92%
PRDMX T. Rowe Price Diversified Mid Cap Gr
42.14
+1.91%
VTSIX Vanguard Tax-Managed Small Cap I
86.26
+1.90%
RPTTX T. Rowe Price Diversified Mid Cap Gr I
42.36
+1.90%
VTMSX Vanguard Tax-Managed Small Cap Adm
86.06
+1.89%
TRGLX T. Rowe Price Global Stock I
62.09
+1.89%