Morningstar

Nuveen Lifecycle Retirement Income Fund R6 Class TLRIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $12.06  /  −0.08 %
  • Fund Size $373.2M
  • Adjusted Expense Ratio 0.370%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.99%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis TLRIX

Will TLRIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TLRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TLRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TLRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A single, comprehensive option for retirees.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Nuveen Lifecycle Retirement Income remains a straightforward and broadly diversified option for retirees. It keeps a long-term allocation of about 60% fixed income, 35% equities, and 5% direct real estate. The fund avoids short-term tactical shifts and relies on a lineup of well-regarded Nuveen-managed funds to carry out its strategy.

by Mahi Roy
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Portfolio Holdings TLRIX

More TLRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

12.52 47M
—

Nuveen Short Term Bond W

10.06 38M
—

Nuveen Inflation Link Bd W

10.01 38M
—

Nuveen Core Plus Bond W

9.46 35M
—

Nuveen International Bond W

5.51 21M
—

Nuveen High Yield W

4.38 16M
—

Nuveen Emerging Markets Debt W

4.33 16M
—

Tiaa Cref Real Property Fnd Lp

4.30 16M
—

Nuveen Large Cap Value W

3.97 15M
—

Nuveen Floating Rate Income R6

3.75 14M
—

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