Morningstar

Nuveen Lifecycle 2065 Fund I Class TSFHX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 15.75  /  +0.57 %
  • Total Assets 238.8M
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.260%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2065
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.30%
  • Turnover 29%

USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:23 AM GMT+0

Morningstar’s Analysis TSFHX

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

  • People Pillar

    The People Pillar is our evaluation of the TSFHX 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 TSFHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decent target-date offering.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Adequate resources support a team that implements a reasonable allocation process for Nuveen Lifecycle target-date series.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TSFHX

More TSFHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Large Cap Growth W

10.09 23M
—

Nuveen Large Cap Value W

9.86 23M
—

Nuveen Dividend Growth R6

9.79 23M
—

Nuveen International Opps W

9.57 22M
—

Nuveen Growth Opportunities ETF

9.42 22M
—

Nuveen Dividend Value R6

9.40 22M
—

Nuveen International Eq W

8.50 20M
—

Nuveen Core Equity W

8.21 19M
—

Nuveen Emerging Markets Eq W

6.02 14M
—

Nuveen Quant Intl Small Cap Eq W

4.49 10M
—

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