Morningstar

Nuveen Lifecycle 2010 Fund I Class TCLHX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $10.71  /  −0.19 %
  • Fund Size $614.3M
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.290%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2000-2010
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 3.73%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis TCLHX

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

  • People Pillar

    The People Pillar is our evaluation of the TCLHX 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 TCLHX’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 TCLHX

More TCLHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Short Term Bond W

16.27 100M
—

Nuveen Core Bond W

12.54 77M
—

Nuveen Inflation Link Bd W

10.01 62M
—

Nuveen Core Plus Bond W

9.46 58M
—

Nuveen International Bond W

5.51 34M
—

Nuveen High Yield W

4.37 27M
—

Nuveen Emerging Markets Debt W

4.29 26M
—

Nuveen Floating Rate Income R6

3.75 23M
—

Nuveen Large Cap Value W

3.59 22M
—

Nuveen International Opps W

3.19 20M
—

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