TIAA-CREF Lifecycle Index 2045 Fund Retirement Class (TLMRX)

$29.14
D Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
TIAA-CREF Lifecycle Index 2045 Fund Retirement Class 28 0.82 6.86% -1.95% 0.33%
U.S. All Cap 35 1.01 9.56% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.66% 9.11% -2.44%
Year-to-Date 6.86% 9.56% -2.70%
1 Year 21.21% 0.00% 21.21%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

28%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 28% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.33%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$429

Real cost (fees + lost compounding)

$530

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
100%

Return in excess of styles
(over past year)
-1.49%