Morningstar

Nuveen Lifecycle Index Retirement Income Fund Premier Class TLIPX

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  • NAV / 1-Day Return $17.94  /  +0.22 %
  • Fund Size $825.1M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.240%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.27%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis TLIPX

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

  • People Pillar

    The People Pillar is our evaluation of the TLIPX 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 TLIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A simple, low-cost index approach.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Nuveen Lifecycle Index Retirement Income remains a straightforward and broadly diversified option for retirees. It sticks close to an allocation of 60% fixed income and 40% equities, eschewing short-term tactical moves.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TLIPX

More TLIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Bond Index W

27.66 227M
—

Nuveen Equity Index W

25.08 206M
—

Nuveen Short Term Bond Index W

10.04 82M
—

Nuveen Inflation Link Bd W

10.03 82M
—

Nuveen International Eq Idx W

9.47 78M
—

Nuveen International Aggregate Bond ETF

6.93 57M
—

Nuveen High Yield Corporate Bond ETF

5.50 45M
—

Nuveen Emerging Markets Eq Idx W

5.42 45M
—

Usd

−0.13 −1M
Cash and Equivalents

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