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Nuveen Lifecycle 2040 Retirement TCLOX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 17.03  /  −0.53 %
  • Total Assets 6.2 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 1.33%
  • Turnover 26%

USD | NAV as of May 23, 2024 | 1-Day Return as of May 23, 2024, 10:25 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.

TIAA-CREF Funds to Be Renamed Nuveen; No Rating Changes

null Brian Moriarty

Brian Moriarty

Analyst Note

Nuveen announced on Jan. 22, 2024, that its TIAA-CREF funds will be renamed as Nuveen funds. The name change will go into effect on May 1, 2024. According to the announcement, some funds will also receive updated benchmarks, investment objectives, or investment policy statements, but at this time, the firm does not anticipate any fund mergers or changes to the portfolio manager lineup on affected funds.

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Portfolio Holdings TCLOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 80.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen International Eq W

11.92 717.5 Mil

Nuveen Core Bond W

9.03 543.8 Mil

Nuveen Growth Opportunities ETF

8.81 530.1 Mil

Nuveen Large Cap Growth W

8.66 521.2 Mil

Nuveen Dividend Growth R6

7.41 446.4 Mil

Nuveen Core Equity W

7.39 444.6 Mil

Nuveen Large Cap Value W

7.27 437.8 Mil

Nuveen Dividend Value R6

7.25 436.7 Mil

Nuveen International Opps W

7.04 423.6 Mil

Nuveen Core Plus Bond W

5.60 337.2 Mil