Morningstar

Nuveen Lifecycle 2050 Fund Premier Class TCLPX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $17.62  /  −0.06 %
  • Fund Size $3.9B
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.370%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.41%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis TCLPX

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

  • People Pillar

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

More TCLPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Large Cap Value W

10.04 394M
—

Nuveen Dividend Value R6

9.53 374M
—

Nuveen Dividend Growth R6

9.36 367M
—

Nuveen International Opps W

9.16 359M
—

Nuveen Large Cap Growth W

8.94 351M
—

Nuveen Growth Opportunities ETF

8.38 329M
—

Nuveen International Eq W

8.14 319M
—

Nuveen Core Equity W

7.87 309M
—

Nuveen Emerging Markets Eq W

5.75 226M
—

Tiaa Cref Real Property Fnd Lp

4.34 170M
—

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