Morningstar

Nuveen Lifecycle 2070 Fund Retirement TLCOX

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  • NAV / 1-Day Return $11.10  /  −1.07 %
  • Fund Size $7.3M
  • Adjusted Expense Ratio 0.700%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2070+
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.23%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis TLCOX

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

  • People Pillar

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

More TLCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Large Cap Value W

10.20 591,715
—

Nuveen International Opps W

9.91 574,896
—

Nuveen Dividend Growth R6

9.80 568,237
—

Nuveen Dividend Value R6

9.76 566,174
—

Nuveen Large Cap Growth W

9.71 563,085
—

Nuveen Growth Opportunities ETF

9.09 527,340
—

Nuveen International Eq W

8.61 499,465
—

Nuveen Core Equity W

8.19 474,714
—

Nuveen Emerging Markets Eq W

6.50 377,042
—

Nuveen Quant Intl Small Cap Eq W

4.42 256,164
—

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