Nuveen Lifecycle 2030 Fund I Class TCHHX

Morningstar Medalist Rating
  • NAV / 1-Day Return$11.40  /  −0.52%
  • Fund Size$4.1B
  • Adjusted Expense Ratio0.480%
  • Net Expense Ratio0.270%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryTarget-Date 2030
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.77%
  • Turnover Ratio28%

Morningstar’s Analysis TCHHX

Will TCHHX outperform in the future?

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

A decent target-date offering.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Adequate resources support a team that implements a reasonable allocation process for the Nuveen Lifecycle target-date series.

Rated on Published on

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Portfolio Holdings TCHHX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings61.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

11.51483M
—

Nuveen Core Plus Bond W

8.68364M
—

Nuveen Large Cap Value W

5.86246M
—

Nuveen International Opps W

5.20218M
—

Nuveen Growth Opportunities ETF

5.13215M
—

Nuveen Dividend Value R6

5.08213M
—

Nuveen Dividend Growth R6

5.08213M
—

Nuveen International Bond W

5.05212M
—

Nuveen Large Cap Growth W

5.04211M
—

Nuveen Core Equity W

4.71197M
—

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