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Nuveen Lifecycle 2030 R6 TCRIX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 10.47  /  +0.77 %
  • Total Assets 4.6 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.85%
  • Turnover 22%

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

Morningstar’s Analysis TCRIX

Will TCRIX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings TCRIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 74.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

16.71 803.8 Mil

Nuveen Core Plus Bond W

10.35 498.0 Mil

Nuveen International Eq W

8.37 402.5 Mil

Nuveen Growth Opportunities ETF

6.52 313.8 Mil

Nuveen Large Cap Growth W

6.45 310.2 Mil

Nuveen Core Equity W

5.40 259.6 Mil

Nuveen Dividend Growth R6

5.39 259.4 Mil

Nuveen Large Cap Value W

5.25 252.5 Mil

Nuveen Dividend Value R6

5.23 251.4 Mil

Nuveen International Opps W

5.00 240.6 Mil