Morningstar

Nuveen Lifecycle 2040 Fund I Class TCZHX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return$12.62  /  −0.55%
  • Fund Size$5.9B
  • Adjusted Expense Ratio0.500%
  • Net Expense Ratio0.260%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryTarget-Date 2040
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.06%
  • Turnover Ratio25%
NAV and 1-Day Return as of

Morningstar’s Analysis TCZHX

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

  • People Pillar

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

More TCZHX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings71.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

8.49512M
—

Nuveen Large Cap Value W

8.18493M
—

Nuveen International Opps W

7.25437M
—

Nuveen Growth Opportunities ETF

7.17432M
—

Nuveen Dividend Value R6

7.08427M
—

Nuveen Dividend Growth R6

7.07426M
—

Nuveen Large Cap Growth W

7.05425M
—

Nuveen Core Equity W

6.59397M
—

Nuveen International Eq W

6.55395M
—

Nuveen Core Plus Bond W

6.41386M
—

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.