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TTRLX TIAA-CREF Lifecycle 2055 Retirement

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Fund TTRLX TIAA-CREF Lifecycle 2055 Retirement LFIKX MFS Lifetime 2055 R6  
Similarity
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100% 98%
Annual Fees
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$73.54
(0.70% Exp. Ratio)
$54.63
(0.52% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.06% annual return
$35,634.62 $37,624.26
Est. savings over 30 yrs +$1,989.64
Return
As of 10/31/16
1 YR RETURN 2.27%
3 YR 4.38%
5 YR 9.66%
10 YR --
1 YR RETURN 3.84%
3 YR 4.43%
5 YR --
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 in other investment pools or investment products. The adviser expects to allocate approximately 93.25% of the fund's assets to equity underlying funds, 4.25% of its assets to fixed-income underlying funds and 2.50% of its assets to direct real estate underlying funds. Target allocations will change over time and actual allocations may vary up to ten percentage points from the targets.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2055; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2055. It invests substantially all of its assets in other MFS mutual funds, referred to as 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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