Morningstar

Nuveen Lifecycle 2010 Fund Retirement Class TCLEX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $13.94  /  +0.29 %
  • Fund Size $616.5M
  • Adjusted Expense Ratio 0.530%
  • Net Expense Ratio 0.420%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2000-2010
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 2.67%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis TCLEX

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

  • People Pillar

    The People Pillar is our evaluation of the TCLEX 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 TCLEX’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
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Portfolio Holdings TCLEX

More TCLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Short Term Bond W

16.06 102M
—

Nuveen Core Bond W

12.52 79M
—

Nuveen Inflation Link Bd W

9.97 63M
—

Nuveen Core Plus Bond W

9.45 60M
—

Nuveen International Bond W

5.48 35M
—

Nuveen High Yield W

4.38 28M
—

Nuveen Emerging Markets Debt W

4.37 28M
—

Nuveen Floating Rate Income R6

3.76 24M
—

Nuveen Large Cap Value W

3.67 23M
—

Nuveen Dividend Value R6

3.49 22M
—

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