Morningstar

Nuveen Lifecycle 2040 Fund Retirement Class TCLOX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$20.64  /  −0.53%
  • Fund Size$5.9B
  • Adjusted Expense Ratio0.670%
  • Net Expense Ratio0.470%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Large
  • Morningstar CategoryTarget-Date 2040
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield1.03%
  • Turnover Ratio25%
NAV and 1-Day Return as of

Morningstar’s Analysis TCLOX

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

  • People Pillar

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

More TCLOX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings71.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

8.65511M
—

Nuveen Large Cap Value W

8.34493M
—

Nuveen Core Equity W

7.55446M
—

Nuveen Growth Opportunities ETF

6.73397M
—

Nuveen Large Cap Growth W

6.62391M
—

Nuveen Core Plus Bond W

6.52385M
—

Nuveen International Value I

6.17365M
—

Nuveen International Opps W

6.03356M
—

Nuveen Dividend Growth R6

6.03356M
—

Nuveen International Eq W

5.74339M
—

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