TLZHX – Nuveen Lifecycle Index 2040 I Investment Strategy | Morningstar

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Strategy

The investment seeks high total return over time through a combination of capital appreciation and income. The fund is a "fund of funds" that invests in Class W shares of other funds of the Trust and potentially in other investment pools or investment products. It has a policy of investing at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TLPRX	Nuveen Lifecycle Index 2040 Fund Premier Class	No Load	Open			Sep 30, 2009	$285.54M	0.250%	Low	$0	$3.60M
TLZHX	Nuveen Lifecycle Index 2040 Fund I Class	Institutional	Open			Dec 4, 2015	$44.41M	0.180%	Low	$100,000	−$4.45M
TLZRX	Nuveen Lifecycle Index 2040 Fund Retirement Class	Retirement, Large	Open			Sep 30, 2009	$429.96M	0.350%	Below Average	$0	−$51.71M
TLZIX	Nuveen Lifecycle Index 2040 Fund R6 Class	Retirement, Large	Open			Sep 30, 2009	$11.28B	0.100%	Low	$1M	−$49.60M

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