Morningstar

Nuveen Lifecycle Retirement Income Fund A Class TLRRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 12.38  /  +0.32 %
  • Total Assets 386.5M
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.530%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.43%
  • Turnover 13%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:09 AM GMT+0

Morningstar’s Analysis TLRRX

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

  • People Pillar

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

A single, comprehensive option for retirees.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Nuveen Lifecycle Retirement Income remains a straightforward and broadly diversified option for retirees. It keeps a long-term allocation of about 60% fixed income, 35% equities, and 5% direct real estate. The fund avoids short-term tactical shifts and relies on a lineup of well-regarded Nuveen-managed funds to carry out its strategy.

by Mahi Roy
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Portfolio Holdings TLRRX

More TLRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

12.54 49M
—

Nuveen Short Term Bond W

10.01 39M
—

Nuveen Inflation Link Bd W

9.85 38M
—

Nuveen Core Plus Bond W

9.47 37M
—

Nuveen International Bond W

5.46 21M
—

Nuveen High Yield W

4.39 17M
—

Nuveen Emerging Markets Debt W

4.35 17M
—

Tiaa Cref Real Property Fnd Lp

4.28 17M
—

Nuveen Large Cap Value W

3.86 15M
—

Nuveen Floating Rate Income R6

3.76 15M
—

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