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TLZIX TIAA-CREF Lifecycle Index 2040 Instl

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Fund TLZIX TIAA-CREF Lifecycle Index 2040 Instl
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Similarity
?
100%
Annual Fees
?
$10.44
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.38% annual return
$35,099.12
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 5.15%
3 YR 5.04%
5 YR 10.50%
10 YR --
Description
The investment seeks high total return over time through a combination of capital appreciation and income. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It has a policy of investing at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The managers expect to allocate approximately 86.80% of its assets to equity underlying funds and 13.20% of its assets to fixed-income underlying funds.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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