Nuveen Lifecycle Retirement Income remains a straightforward and broadly diversified option for retirees. It keeps a long-term allocation of about 60% fixed income, 35% equities, and 5% direct real estate. The fund avoids short-term tactical shifts and relies on a lineup of well-regarded Nuveen-managed funds to carry out its strategy.
Nuveen Lifecycle Retirement Income Fund Premier Class TPILX
- NAV / 1-Day Return 12.18 / −0.65 %
- Total Assets 391.8M
-
Adj. Expense Ratio
0.520%
- Expense Ratio 0.430%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Global Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.98%
- Turnover 13%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:19 AM GMT+0
Morningstar’s Analysis TPILX
Will TPILX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the TPILX 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 TPILX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 67.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Nuveen Core Bond W | 12.29 | 49M | — |
Nuveen Inflation Link Bd W | 9.85 | 39M | — |
Nuveen Short Term Bond W | 9.79 | 39M | — |
Nuveen Core Plus Bond W | 9.27 | 37M | — |
Nuveen International Bond W | 5.39 | 21M | — |
Nuveen High Yield W | 4.30 | 17M | — |
Nuveen Emerging Markets Debt W | 4.29 | 17M | — |
Tiaa Cref Real Property Fnd Lp | 4.15 | 16M | — |
Nuveen Large Cap Growth W | 3.99 | 16M | — |
Nuveen Large Cap Value W | 3.91 | 16M | — |
United States