Morningstar

Nuveen Lifestyle Moderate Fund I Class TSMHX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $16.33  /  −0.24 %
  • Fund Size $600.5M
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.170%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.52%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis TSMHX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Lifestyle Moderate I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TSMHX

More TSMHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Plus Bond R6

28.65 174M
—

Nuveen Large Cap Value R6

6.68 41M
—

Nuveen International Opps R6

6.17 37M
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Nuveen Dividend Value R6

6.13 37M
—

Nuveen Growth Opportunities ETF

5.88 36M
—

Nuveen Large Cap Growth R6

5.79 35M
—

Nuveen Dividend Growth R6

5.78 35M
—

Nuveen Core Equity R6

5.43 33M
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Nuveen International Eq R6

5.39 33M
—

Nuveen Emerging Markets Eq R6

4.47 27M
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