Morningstar

Nuveen Lifecycle 2020 Fund I Class TCWHX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 10.37  /  +0.19 %
  • Total Assets 1.9B
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.330%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.29%
  • Turnover 11%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:14 AM GMT+0

Morningstar’s Analysis TCWHX

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

  • People Pillar

    The People Pillar is our evaluation of the TCWHX 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 TCWHX’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 Nuveen Lifecycle target-date series.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TCWHX

More TCWHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

12.16 243M
—

Nuveen Core Plus Bond W

9.19 184M
—

Nuveen Short Term Bond W

8.30 166M
—

Nuveen Inflation Link Bd W

8.27 165M
—

Nuveen International Bond W

5.36 107M
—

Nuveen Large Cap Growth W

4.44 89M
—

Nuveen Emerging Markets Debt W

4.25 85M
—

Nuveen High Yield W

4.25 85M
—

Nuveen Dividend Growth R6

4.23 85M
—

Nuveen Large Cap Value W

4.20 84M
—

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