Morningstar

Nuveen Lifecycle Index 2020 Fund R6 Class TLWIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $21.09  /  +0.33 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 0.100%
  • Net Expense Ratio 0.100%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.17%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis TLWIX

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

  • People Pillar

    The People Pillar is our evaluation of the TLWIX 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 TLWIX’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 TLWIX

More TLWIX 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

27.54 750M
—

Nuveen Equity Index W

27.44 747M
—

Nuveen International Eq Idx W

10.36 282M
—

Nuveen Short Term Bond Index W

8.53 232M
—

Nuveen Inflation Link Bd W

8.53 232M
—

Nuveen International Aggregate Bond ETF

6.90 188M
—

Nuveen Emerging Markets Eq Idx W

5.93 161M
—

Nuveen High Yield Corporate Bond ETF

4.91 134M
—

Usd

−0.14 −4M
Cash and Equivalents

Sponsor Center