Nasdaq - Delayed Quote USD

TIAA-CREF Managed Allocation Fund (TIMIX)

11.88 -0.05 (-0.42%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,000,000
Min Initial Investment, IRA
20,000
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
10
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Nationwide Retirement Resource
  • Schwab Institutional Only
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Scottrade NTF
  • Standard Retirement Services, Inc.
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • NYLIM 401(k) Complete
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and in other investment pools or investment products. It invests in underlying funds according to a relatively stable asset allocation strategy and will generally seek to meet its investment objective by investing: (1) approximately 60% of its assets in equity underlying funds including up to 5% of its assets in real estate underlying funds; and (2) approximately 40% of its assets in fixed-income underlying funds ("target allocations").

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family TIAA Investments
Net Assets 892.55M
YTD Return 5.47%
Yield 2.70%
Morningstar Rating
Inception Date Mar 31, 2006

Performance & Risk

YTD Return 2.55%
5y Average Return 6.34%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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