Skip to Content

Nuveen Lifestyle Moderate Retirement TSMTX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 14.69  /  −0.54 %
  • Total Assets 578.2 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.45%
  • Turnover 19%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 11:38 PM GMT+0

Morningstar’s Analysis TSMTX

Will TSMTX outperform in future?

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

Strength in Nuveen Lifestyle Moderate Retirement's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TSMTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 94.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Plus Bond R6

39.83 227.5 Mil

Nuveen International Eq R6

8.93 51.0 Mil

Nuveen Growth Opportunities ETF

7.01 40.0 Mil

Nuveen Large Cap Growth R6

6.88 39.3 Mil

Nuveen Dividend Growth R6

5.78 33.0 Mil

Nuveen Core Equity R6

5.77 33.0 Mil

Nuveen Large Cap Value R6

5.57 31.8 Mil

Nuveen Dividend Value R6

5.55 31.7 Mil

Nuveen International Opps R6

5.35 30.5 Mil

Nuveen Emerging Markets Eq R6

3.62 20.7 Mil