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Morningstar

Nuveen Lifecycle 2040 Retirement TCLOX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 17.37  /  +0.93 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.26%
  • Turnover 26%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TCLOX

Will TCLOX outperform in 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.

This target-date series is unique but not outstanding.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Sufficient resources support a team that plies a reasonable allocation process at the Nuveen Lifecycle target-date series.

by Mahi Roy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TCLOX

More TCLOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen International Eq W

11.61 728.5 Mil
—

Nuveen Core Bond W

9.16 574.7 Mil
—

Nuveen Growth Opportunities ETF

9.04 567.1 Mil
—

Nuveen Large Cap Growth W

8.95 561.1 Mil
—

Nuveen Dividend Growth R6

7.50 470.3 Mil
—

Nuveen Core Equity W

7.48 469.2 Mil
—

Nuveen Large Cap Value W

7.24 454.4 Mil
—

Nuveen Dividend Value R6

7.24 453.8 Mil
—

Nuveen International Opps W

6.92 433.7 Mil
—

Nuveen Core Plus Bond W

5.65 354.6 Mil
—