Morningstar

Nuveen Lifecycle 2030 Fund Premier Class TCHPX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $11.34  /  −0.53 %
  • Fund Size $4.2B
  • Adjusted Expense Ratio 0.550%
  • Net Expense Ratio 0.390%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.59%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis TCHPX

Will TCHPX 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 TCHPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCHPX 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 TCHPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TCHPX

More TCHPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

11.51 483M
—

Nuveen Core Plus Bond W

8.68 364M
—

Nuveen Large Cap Value W

5.86 246M
—

Nuveen International Opps W

5.20 218M
—

Nuveen Growth Opportunities ETF

5.13 215M
—

Nuveen Dividend Value R6

5.08 213M
—

Nuveen Dividend Growth R6

5.08 213M
—

Nuveen International Bond W

5.05 212M
—

Nuveen Large Cap Growth W

5.04 211M
—

Nuveen Core Equity W

4.71 197M
—

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