TIAA-CREF Managed Allc RetailTIMRX

Morningstar Rating

Fund Research and Analysis

by Christopher Davis

Are too many cooks in the kitchen spoiling TIAA-CREF Managed Equity?

This one-stop shop aims to provide exposure to bonds and stocks of all stripes in one single package. It largely succeeds in doing so--perhaps too well. In early 2009, TIAA-CREF added a suite of enhanced index funds to this portfolio to complement many of the actively managed offerings it already owned. Read more

Kudos

Low expenses.

Well-diversified portfolio in one package.

Most of its underlying investments feature strong managements. Read more

Risks

One of the fund's underlying investments remains weak.

The introduction of enhanced-index funds alongside active offerings increases the risk of indexlike performance.

TIAA-CREF may raise this fund's 12b-1 fee between now and January 2010. Read more

Strategy

This fund is designed to offer one-stop shopping. The portfolio invests in seven different TIAA-CREF funds, giving investors exposure to large and small caps, growth and value stocks, domestic and international stocks, as well as investment-grade and high-yield bonds. Read more

Management

Managers Hans Erickson, John Cunniff, and Pablo Mitchell have run this fund since its early 2006 inception. Cunniff and Mitchell are relatively new to TIAA-CREF, though Erickson is a veteran. He was a longtime manager of now-defunct TIAA-CREF Managed Allocation, which was run in an identical fashion to this offering. Read more

Inside Scoop

You've got all your bases covered with this fund. It invests in a broad swath of other TIAA-CREF funds, giving investors all the stock and bond exposure they need. Read more

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