Address And Details
PO Box 8009 , Boston, MA 02266 | |
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Fund Manager | Team Managed |
Manager Tenure |
Strategy And Objective
The Lifecycle Index 2030 Fund seeks high total return over time through a combination of capital appreciation and income. The Fund is a fund of funds that invests in Class W shares of other funds of the Trust and potentially in other investment pools or investment products, including other funds advised by the Fund s investment adviser, Teachers Advisors, LLC ( Advisors ), or its affiliates (collectively, the Underlying Funds ). In general, the Fund is designed for investors who have an approximate target retirement year in mind, and the Fund s investments are adjusted from more aggressive to more conservative over time as the Fund s target retirement year approaches and for approximately 30 years afterwards. The Fund invests in Underlying Funds according to an asset allocation strategy designed for investors retiring in, or planning to retire within a few years of, 2030 and who may begin taking systematic withdrawals upon retirement. The Fund 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.
Equity Sector Breakdown
Finance | 100.06% | |
ConsumerDurables | n/a | |
Energy | n/a | |
Health | n/a | |
IndustrialCyclical | n/a | |
NonDurables | n/a | |
RetailTrade | n/a | |
Services | n/a | |
Technology | n/a | |
Utilities | n/a |
Asset Allocation
Asset Type | % Of Allocation | |
---|---|---|
Other | 100.06% | |
Cash | 0.00% | |
Bonds | 0.00% | |
Preferred | 0.00% | |
Convertible | 0.00% | |
ForeignStocks | 0.00% | |
ForeignBonds | 0.00% | |
ForeignHedged | 0.00% | |
Stocks | -0.06% |
Total Net Assets | 438.71 M |
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Risk Measures
Criteria | 3 Years | 5 Years | 10 Years |
---|---|---|---|
Alpha | -2.51 | -1.96 | -1.32 |
Beta | 0.66 | 0.66 | 0.68 |
R Squared | 0.96 | 0.96 | 0.94 |
Std Deviation | 12.59 | 11.02 | 9.55 |
Sharpe Ratio | 0.55 | 0.62 | n/a |
Purchase Information
as of 5:15 PM ET 05/20/2022Minimum Initial | $0 |
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Minimum Additional | $0 |
Minimum Initial IRA | $0 |
Performance
Timeframe | Average Annual Current Performance Monthly As Of 04/30/2022 | Average Annual Current Performance Quarterly As Of 03/31/2022 | Avg Annual Current Performance Monthly As Of 04/30/2022 | Avg Annual Current Performance Quarterly As Of 03/31/2022 |
---|---|---|---|---|
1 Year |
|
|
-6.73% | +2.63% |
3 Year |
|
|
+6.79% | +10.02% |
10 Year |
|
|
+8.11% | +8.74% |
Life Of Fund |
|
|
+8.49% | +9.12% |
Top 10 Holdings
Symbol | Company Name | % Of Assets |
---|---|---|
TEQLX | TIAA-CREF EMERGING MKT EQ IDX | 7.01% |
TIEIX | TIAA-CREF EQUITY INDEX FUND | 41.26% |
TBIIX | TIAA-CREF BOND INDEX FD | 31.59% |
TCILX | TIAA CREF INST INFL LINKED BD | 2.59% |
TESHX | TIAA-CREF SHORT TERM BD IDX | 2.58% |
TCIEX | TIAA-CREF INTL EQUITY INDEX F | 15.03% |
OTHER | TOTAL*OTHER | -0.06% |