Nuveen Lifecycle 2035 Fund Retirement Class TCLRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.82  /  −0.53%
  • Fund Size$4.7B
  • Adjusted Expense Ratio0.660%
  • Net Expense Ratio0.480%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Large
  • Morningstar CategoryTarget-Date 2035
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield1.34%
  • Turnover Ratio27%

Morningstar’s Analysis TCLRX

Will TCLRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

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Portfolio Holdings TCLRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

10.73522M
—

Nuveen Core Plus Bond W

8.10393M
—

Nuveen Large Cap Value W

6.87334M
—

Nuveen International Opps W

6.07295M
—

Nuveen Growth Opportunities ETF

6.00292M
—

Nuveen Dividend Growth R6

5.93288M
—

Nuveen Dividend Value R6

5.92288M
—

Nuveen Large Cap Growth W

5.90287M
—

Nuveen Core Equity W

5.50267M
—

Nuveen International Eq W

5.50267M
—

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