TSMLX : TIAA-CREF Lifestyle Moderate Fund Retail Class

TSMLX is a Allocation Market All-In-One with LOW fees.

TSMLX

TIAA-CREF Lifestyle Moderate Fund Retail Class

FI Score

61 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

61% FI Score
  • tsmlx
  • Mutual Fund
  • Allocation
  • All-In-One

TIAA-CREF Lifestyle Moderate Fund Retail Class

Expenses: 0.37% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term total return, consisting of current income and capital appreciation. 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 generally seeks to meet the fund's investment objective by investing: (1) approximately 60% of the fund's assets in equity underlying funds and (2) approximately 40% of the fund's assets in fixed-income underlying funds. It may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

Largest Holdings

Amount Holding
38.94% TIAA-CREF Core Plus Bond Instl
12.12% TIAA-CREF Large-Cap Growth Inst
9.86% TIAA-CREF Growth & Income Instl
9.45% TIAA-CREF Large-Cap Value Instl
5.08% TIAA-CREF Quant Large-Cap Growth Instl
4.61% TIAA-CREF International Eq Instl
3.98% TIAA-CREF International Opps Instl
3.82% TIAA-CREF Quant Intl Eq Institutional
3.30% TIAA-CREF Emerging Markets Eq Instl
2.30% TIAA-CREF Quant Intl Sm-Cp Eq Instl
1.78% TIAA-CREF Quant Large-Cap Value Instl
1.77% Nuveen Dividend Value R6
1.62% TIAA-CREF Quant Sm/Md-Cp Eq Instl
1.32% TIAA-CREF Quant Small-Cap Equity Instl

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