Morningstar

Nuveen Lifecycle 2020 Fund Premier Class TCWPX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.26  /  −0.39 %
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.540%
  • Net Expense Ratio 0.400%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.21%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis TCWPX

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

  • People Pillar

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

More TCWPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

12.32 224M
—

Nuveen Core Plus Bond W

9.29 169M
—

Nuveen Short Term Bond W

8.53 155M
—

Nuveen Inflation Link Bd W

8.52 155M
—

Nuveen International Bond W

5.41 98M
—

Nuveen Large Cap Value W

4.43 80M
—

Tiaa Cref Real Property Fnd Lp

4.31 78M
—

Nuveen High Yield W

4.30 78M
—

Nuveen Emerging Markets Debt W

4.22 77M
—

Nuveen International Opps W

3.91 71M
—

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