Morningstar

Nuveen Lifecycle 2040 Fund R6 Class TCOIX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 12.64  /  −0.71 %
  • Total Assets 6.1B
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.260%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.99%
  • Turnover 14%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis TCOIX

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

  • People Pillar

    The People Pillar is our evaluation of the TCOIX 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 TCOIX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TCOIX

More TCOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

8.17 534M
—

Nuveen Large Cap Growth W

8.16 533M
—

Nuveen Dividend Growth R6

7.76 507M
—

Nuveen Large Cap Value W

7.73 505M
—

Nuveen International Opps W

7.69 502M
—

Nuveen Growth Opportunities ETF

7.66 500M
—

Nuveen Dividend Value R6

7.33 479M
—

Nuveen International Eq W

6.67 436M
—

Nuveen Core Equity W

6.52 426M
—

Nuveen Core Plus Bond W

6.17 403M
—

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