• Fund Type: Fund of Funds
  • Objective: Target 2036-2040
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

TIAA-CREF Lifecycle 2040

+ Add to Watchlist

TCZPX:US

10.83 USD 0.18 1.69%

As of 09:29:30 ET on 10/21/2014.

Snapshot for TIAA-CREF Lifecycle 2040 (TCZPX)

Year To Date: +0.37% 3-Month: -3.56% 3-Year: +14.21% 52-Week Range: 10.24 - 11.42
1-Month: -4.24% 1-Year: +4.78% 5-Year: +11.02% Beta vs RAY: 0.92

Mutual Fund Chart for TCZPX

No chart data available.
  • TCZPX:US 10.83
  • 1M
  • 1Y
Interactive TCZPX Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

Fund Profile & Information for TCZPX

TIAA-CREF Lifecycle Fund 2040 is an open-end fund incorporated in the USA. The Fund's objective is high total return over time through a combination of capital appreciation and income. The Fund invests in funds according to an asset allocation strategy for investors planning to retire in or within a few years of 2040. The fund allocates 80% of assets to equity funds and 20% to fixed income.

Inception Date: 09-30-2009 Telephone: 1-800-223-1200
Managers: JOHN CUNNIFF / HANS LUTHER ERICKSON
Web Site: www.tiaa-cref.org/mfs

Fundamentals for TCZPX

NAV (on 2014-10-21) 10.83
Assets (M) (on 2014-09-30) 3,136.00
Fund Leveraged N
Minimum Investment 1,000,000.00
Minimum Subsequent Investment -

Dividends for TCZPX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-20) 0.41
Dividend Yield (ttm) 7.80

Fees & Expenses for TCZPX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.10
Redemption Fee 0.00
12b1 Fee 0.15
Expense Ratio 0.15

Top Fund Holdings for TCZPX

Filing Date: 08/31/2014
Name Position Value % of Total
TIAA-CREF Enhanced Large-Cap G 31,567,717 381,338,025 11.922%
TIAA-CREF Large-Cap Growth Fun 23,301,354 379,579,062 11.867%
TIAA-CREF Enhanced Large-Cap V 33,104,138 372,421,558 11.643%
TIAA-CREF Large Cap Value Fund 19,655,176 371,286,281 11.607%
TIAA-CREF Growth & Income Fund 24,598,165 319,038,203 9.974%
TIAA-CREF International Equity 19,537,970 224,882,029 7.030%
TIAA-CREF International Opport 19,789,436 216,496,430 6.768%
TIAA-CREF Enhanced Internation 25,534,152 212,699,488 6.650%
TIAA-CREF Emerging Markets Equ 13,805,100 160,829,416 5.028%
TIAA-CREF High Yield Fund 15,280,130 159,066,154 4.973%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil