Multi-Asset Included in this category are multi-asset investments that can help you prepare for your retirement, conform to your risk-tolerance level, and help you allocate investment assets in a socially responsible way. Mutual Funds | Investment Name | Share Class | Ticker Symbol | | | American Funds American Balanced Fund | | R5 | RLBFX | Fact Sheet | | American Funds Capital Income Builder Fund | | R5 | RIRFX | Fact Sheet | | American Funds Income Fund of America | | R5 | RIDFX | Fact Sheet | | Vanguard Balanced Index Fund | | Investor | VBINX | Fact Sheet | | Vanguard LifeStrategy Growth Fund | | Investor | VASGX | Fact Sheet | | Vanguard Wellesley Income Fund | | Investor | VWINX | Fact Sheet | | Vanguard Wellington Fund | | Investor | VWELX | Fact Sheet | Lifecycle Funds TIAA-CREF Lifecycle Funds are "funds of funds" that seek high total return over time through a combination of capital appreciation and income. The funds invest in underlying mutual funds according to an asset-allocation strategy designed for investors planning to retire in — or within a few years of — the fund's target year. Each fund’s allocation at target date is 50% equities and 50% non-equities. The funds continue to adjust, becoming more conservative, for about 7 to 10 years after their target date until they reach their final allocation of 40% equities and 60% non-equities. Lifecycle Funds offer: - "One Decision" retirement strategy: Just select the fund that's closest to your expected year of retirement.
- Built-in Rebalancing: Each fund's investments automatically adjust from a more aggressive, higher risk allocation to a more conservative, lower risk allocation as the target retirement date approaches.
- A managed, diversified portfolio: Each Lifecycle Fund provides a ready-made diversified portfolio using TIAA-CREF mutual funds as underlying investments that include both equity and fixed-income instruments.
You can choose from among the following TIAA-CREF Lifecycle Funds: | Investment Name | Share Class | Ticker Symbol | | | TIAA-CREF Lifecycle 2010 Fund | | Retirement | TCLEX | Fact Sheet | | TIAA-CREF Lifecycle 2015 Fund | | Retirement | TCLIX | Fact Sheet | | TIAA-CREF Lifecycle 2020 Fund | | Retirement | TCLTX | Fact Sheet | | TIAA-CREF Lifecycle 2025 Fund | | Retirement | TCLFX | Fact Sheet | | TIAA-CREF Lifecycle 2030 Fund | | Retirement | TCLNX | Fact Sheet | | TIAA-CREF Lifecycle 2035 Fund | | Retirement | TCLRX | Fact Sheet | | TIAA-CREF Lifecycle 2040 Fund | | Retirement | TCLOX | Fact Sheet | | TIAA-CREF Lifecycle 2045 Fund | | Retirement | TTFRX | Fact Sheet | | TIAA-CREF Lifecycle 2050 Fund | | Retirement | TLFRX | Fact Sheet | | TIAA-CREF Lifecycle Retirement Income Fund | | Retirement | TLIRX | Fact Sheet | Socially Responsible Investing If you're interested in socially responsible investing, your investment choices include an annuity account that is diversified among stocks and bonds and could be used as a "single choice" option.
If you need help making the choice that's best for you, call 800 TIAA-CREF (800 842-2273) to speak to one of our consultants. However, socially responsible investments may not allow you to take advantage of certain opportunities or market trends if they are excluded because of social criteria. | Investment Name | Share Class | Ticker Symbol | |
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