TIAA-CREF Inst Lifecycle Ret Inc Retail
730 Third Ave. New York NY 10017
Map
Phone: 800-842-2776
| Category: | Target-Date 2000-2014 | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 5.90M | | Year-to-Date Return: | -18.59% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Nov-07 |
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John Cunniff
Lead Manager since
30-Nov-07 | | | 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: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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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
(29-Sep-08):
| 0.07 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 38.45% |
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| Expense | TLRRX | Category
Avg | | Total Expense Ratio: | %
| 0.72% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.04% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$267 | $899 | | 5 Yr Expense Projection*: |
$N/A | $1,534 | | 10 Yr Expense Projection*: |
$N/A | $2,808 |
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2.63% Nasdaq 0.00%
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