Tiaa Cref Lifestyle Income Fund Quote
| TSIPX Fund | USD 11.01 0.03 0.27% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Tiaa-cref Lifestyle is trading at 11.01 as of the 30th of November 2024; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 10.98. Tiaa-cref Lifestyle has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Tiaa Cref Lifestyle Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund is a fund of funds that invests in Class R6 shares of other funds of the Trust and in other investment pools or investment products. It generally seeks to meet the funds investment objective by investing approximately 20 percent of the funds assets in equity underlying funds and approximately 80 percent of the funds assets in fixed-income underlying funds. More on Tiaa Cref Lifestyle Income
Moving together with Tiaa-cref Mutual Fund
Tiaa-cref Mutual Fund Highlights
| Fund Concentration | TIAA Investments Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, TIAA Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Tiaa Cref Lifestyle Income [TSIPX] is traded in USA and was established 30th of November 2024. Tiaa-cref Lifestyle is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of TIAA Investments family. This fund at this time has accumulated 72.86 M in assets with no minimum investment requirementsTiaa Cref Lifestyle is currently producing year-to-date (YTD) return of 6.9% with the current yeild of 0.04%, while the total return for the last 3 years was 1.57%.
Check Tiaa-cref Lifestyle Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tiaa-cref Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tiaa-cref Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tiaa Cref Lifestyle Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Tiaa Cref Lifestyle Income Mutual Fund Constituents
| FFEFX | Nuveen Dividend Value | Mutual Fund | Large Value | |
| NSBFX | Nuveen Santa Barbara | Mutual Fund | Large Blend | |
| TEMLX | Tiaa Cref Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| TIBDX | Tiaa Cref Bond Fund | Mutual Fund | Intermediate Core-Plus Bond | |
| TIBFX | Tiaa Cref Bond Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| TIGRX | Tiaa Cref Growth Income | Mutual Fund | Large Blend | |
| TIIEX | Tiaa Cref International Equity | Mutual Fund | Foreign Large Blend | |
| TILGX | Tiaa Cref Large Cap Growth | Mutual Fund | Large Growth |
Tiaa Cref Lifestyle Risk Profiles
| Mean Deviation | 0.1578 | |||
| Semi Deviation | 0.1311 | |||
| Standard Deviation | 0.2005 | |||
| Variance | 0.0402 |
Tiaa-cref Lifestyle Against Markets
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Lifestyle financial ratios help investors to determine whether Tiaa-cref Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tiaa-cref with respect to the benefits of owning Tiaa-cref Lifestyle security.
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