Morningstar

Nuveen Lifestyle Conservative Fund I Class TLSHX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 13.81  /  −0.36 %
  • Total Assets 320.7M
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.180%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.00%
  • Turnover 13%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 10:49 PM GMT+0

Morningstar’s Analysis TLSHX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Lifestyle Conservative I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings TLSHX

More TLSHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Plus Bond R6

29.70 97M
—

Nuveen Short Term Bond R6

19.88 65M
—

Nuveen Core Bond R6

9.89 32M
—

Nuveen Large Cap Growth R6

4.42 14M
—

Nuveen Dividend Growth R6

4.23 14M
—

Nuveen Large Cap Value R6

4.17 14M
—

Nuveen International Opps R6

4.16 14M
—

Nuveen Growth Opportunities ETF

4.15 13M
—

Nuveen Dividend Value R6

3.98 13M
—

Nuveen International Eq R6

3.62 12M
—

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