Nasdaq - Delayed Quote USD

TIAA-CREF Lifestyle Moderate Retail (TSMLX)

13.95 -0.05 (-0.36%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • JPMorgan
  • Vanguard
  • LPL SAM Eligible - 11.01.2023
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • LPL Brokerage Availability - February 2024
  • 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 generally seeks to meet the fund's investment objective by investing: (1) approximately 60% of the fund's assets in equity underlying funds and (2) approximately 40% of the fund's assets in fixed-income underlying funds. It may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family TIAA Investments
Net Assets 566.87M
YTD Return 5.30%
Yield 2.36%
Morningstar Rating
Inception Date Dec 04, 2015

Performance & Risk

YTD Return 2.01%
5y Average Return 5.92%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Related Tickers