TIAA-CREF Inst Lifecycle 2040 Retirement
730 Third Ave. New York NY 10017
Map
Phone: 800-842-2776
| Category: | Target-Date 2030+ | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 253.06M | | Year-to-Date Return: | -35.99% | | Yield: | 3.75% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-04 |
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John Cunniff
Lead Manager since
31-Mar-06 | | | Cunniff is a managing director of Teachers Advisors Inc., he joined in 2006. Prior to that, he served for Morgan Stanley Investment Management form 2001 to 2006. Previously, he served as a vice president and portfolio manager with Van Kampen Asset Management, his employer since October 1995. Cunniff holds the Chartered Financial Analyst designation and a member of the Association for Investment Management and Research. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks high total return through capital appreciation and income. The fund invests in underlying funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040. It expects to allocate approximately 90.0% of assets to equity underlying funds and 10.0% of assets to fixed-income underlying funds. |
| Last Dividend
(21-Dec-07):
| 0.31 | | Last Cap Gain
(21-Dec-07):
| 0.07 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 26.50% |
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| Expense | TCLOX | Category
Avg | | Total Expense Ratio: | 0.33%
| 0.66% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.34% | | 3 Yr Expense Projection*: |
$281 | $826 | | 5 Yr Expense Projection*: |
$514 | $1,615 | | 10 Yr Expense Projection*: |
$1,182 | $3,076 |
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2.63% Nasdaq 0.00%
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