Nuveen Lifecycle Index Retirement Income Fund R6 Class TRILX
Strategy
The investment seeks high total return over time primarily through income, with a secondary emphasis on capital appreciation. The fund is a "fund of funds" that invests in Class W shares of other Nuveen mutual funds and potentially in other investment pools or investment products. It has a policy of investing at least 80% of its assets in underlying funds that are managed to seek investment returns that track particular market indices. Advisors currently expects to allocate approximately 40% of the fund's assets to equity underlying funds and 60% of its assets to fixed-income underlying funds.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLIPX | Nuveen Lifecycle Index Retirement Income Fund Premier Class | No Load | Open | $2.68M | 0.250% | Low | $0 | −$1.11M | |||
TLIHX | Nuveen Lifecycle Index Retirement Income Fund I Class | Institutional | Open | $1.75M | 0.180% | Low | $100,000 | −$478,825.53 | |||
TRCIX | Nuveen Lifecycle Index Retirement Income Fund Retirement Class | Retirement, Large | Open | $45.87M | 0.350% | Low | $0 | −$115,846.42 | |||
TRILX | Nuveen Lifecycle Index Retirement Income Fund R6 Class | Retirement, Large | Open | $766.64M | 0.100% | Low | $1M | −$74.98M |