Morningstar

Nuveen Lifecycle Index 2025 Fund Premier Class TLVPX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 24.22  /  +0.25 %
  • Total Assets 5.8B
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.83%
  • Turnover 14%

USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 10:49 PM GMT+0

Morningstar’s Analysis TLVPX

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

  • People Pillar

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

A strong option.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Investors in the Nuveen Lifecycle Index target-date series benefit from low costs and a sturdy portfolio construction process.

by Mahi Roy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TLVPX

More TLVPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Equity Index W

32.80 2B
—

Nuveen Bond Index W

26.57 2B
—

Nuveen International Eq Idx W

11.32 652M
—

Nuveen International Aggregate Bond ETF

6.77 390M
—

Nuveen Inflation Link Bd W

6.18 356M
—

Nuveen Emerging Markets Eq Idx W

6.16 355M
—

Nuveen Short Term Bond Index W

6.14 354M
—

Nuveen High Yield Corporate Bond ETF

4.01 231M
—

Fixed Inc Clearing Corp.Repo

0.06 3M
Cash and Equivalents

Usd

−0.00 −4,942
Cash and Equivalents

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