Morningstar

Nuveen Lifecycle Index 2020 Fund I Class TLWHX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 21.30  /  −0.23 %
  • Total Assets 2.8B
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.18%
  • Turnover 12%

USD | NAV as of Aug 11, 2026 | 1-Day Return as of Aug 11, 2026, 12:27 AM GMT+0

Morningstar’s Analysis TLWHX

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

  • People Pillar

    The People Pillar is our evaluation of the TLWHX 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 TLWHX’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

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Portfolio Holdings TLWHX

More TLWHX 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 Equity Index W

28.73 819M
—

Nuveen Bond Index W

27.46 783M
—

Nuveen International Eq Idx W

9.82 280M
—

Nuveen Short Term Bond Index W

8.40 240M
—

Nuveen Inflation Link Bd W

8.27 236M
—

Nuveen International Aggregate Bond ETF

6.86 195M
—

Nuveen Emerging Markets Eq Idx W

5.69 162M
—

Nuveen High Yield Corporate Bond ETF

4.82 137M
—

Usd

−0.06 −2M
Cash and Equivalents

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