Adequate resources support a team that implements a reasonable allocation process for Nuveen Lifecycle target-date series.
Nuveen Lifecycle 2040 Fund I Class TCZHX
- NAV / 1-Day Return 12.65 / +0.40 %
- Total Assets 6.5B
-
Adj. Expense Ratio
0.500%
- Expense Ratio 0.290%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.04%
- Turnover 14%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:23 AM GMT+0
Morningstar’s Analysis TCZHX
Will TCZHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 74.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Nuveen Large Cap Growth W | 8.10 | 524M | — |
Nuveen Large Cap Value W | 7.93 | 514M | — |
Nuveen Core Bond W | 7.93 | 513M | — |
Nuveen Dividend Growth R6 | 7.74 | 501M | — |
Nuveen International Opps W | 7.69 | 498M | — |
Nuveen Growth Opportunities ETF | 7.67 | 496M | — |
Nuveen Dividend Value R6 | 7.58 | 490M | — |
Nuveen International Eq W | 6.80 | 440M | — |
Nuveen Core Equity W | 6.59 | 426M | — |
Nuveen Core Plus Bond W | 5.96 | 386M | — |
United States