TIAA-CREF Lifecycle 2050 Fund

Shareclass

TIAA-CREF Lifecycle 2050 Institutional (TFTIX)

Type

Open-end mutual fund

Manager

TIAA Investments/Nuveen

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

80.8

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 128 out of 662 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Storebrand ASA
<0.01% of assets
$2,279 invested
2. Diageo PLC
0.07% of assets
$2.29M invested
3. L'Oreal SA
0.16% of assets
$5.33M invested
4. AstraZeneca PLC
0.49% of assets
$16.32M invested
5. AstraZeneca PLC ADR
0.21% of assets
$6.86M invested
6. Commonwealth Bank of Australia
0.25% of assets
$8.27M invested
7. Challenger Ltd
<0.01% of assets
$1,139 invested
8. Kering SA
0.21% of assets
$6.9M invested
9. Sanofi SA ADR
0.17% of assets
$5.64M invested
10. Citigroup Inc
0.15% of assets
$4.84M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Airport City Ltd
<0.01% of assets
$674 invested
2. Summit Real Estate Holdings Ltd
<0.01% of assets
$277 invested
3. Delek Automotive Systems Ltd
<0.01% of assets
$211 invested
4. GungHo Online Entertainment Inc
0.02% of assets
$550,267 invested
5. ABC-Mart Inc
<0.01% of assets
$983 invested
6. NTT UD Reit Investment Corp
<0.01% of assets
$639 invested
7. Isras Investments Co Ltd
<0.01% of assets
$198 invested
8. TG Therapeutics Inc
<0.01% of assets
$130,172 invested
9. Servisfirst Bancshares Inc
<0.01% of assets
$838 invested
10. Viper Energy Inc Ordinary Shares - Class A
<0.01% of assets
$204 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on TFTIX at Morningstar.com

Gender Equality and Returns

Returns chart for TIAA-CREF Lifecycle 2050 Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

TFTIX

TIAA-CREF Lifecycle 2050 Fund

Family

TIAA Investments/Nuveen

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.31% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

TFTIX

TIAA-CREF Lifecycle 2050 Fund

Family

TIAA Investments/Nuveen

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.31% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

TFTIX

TIAA-CREF Lifecycle 2050 Fund

Family

TIAA Investments/Nuveen

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.31% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 2/29/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
TFTIX - TIAA-CREF Lifecycle 2050 Fund

21%

5.57%

9.89%

8.35%

53 / 100 points

Benchmark

30%

12%

15%

13%

54 / 100 points

Fund compared to benchmark

-9.01%

-6.31%

-4.85%

-4.31%

1 / 100 points lower

Find more financial data on TFTIX at Morningstar.com

What's next?

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