Morningstar

Nuveen Lifestyle Moderate Fund A Class TSMLX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 16.95  /  −0.18 %
  • Total Assets 629.8M
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.410%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.23%
  • Turnover 14%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:30 AM GMT+0

Morningstar’s Analysis TSMLX

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

  • People Pillar

    The People Pillar is our evaluation of the TSMLX 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 TSMLX’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 A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm 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 TSMLX

More TSMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Plus Bond R6

39.76 245M
—

Nuveen Large Cap Value R6

6.88 42M
—

Nuveen Dividend Value R6

6.49 40M
—

Nuveen Dividend Growth R6

6.39 39M
—

Nuveen International Opps R6

6.18 38M
—

Nuveen Large Cap Growth R6

6.01 37M
—

Nuveen Growth Opportunities ETF

5.68 35M
—

Nuveen International Eq R6

5.59 34M
—

Nuveen Core Equity R6

5.29 33M
—

Nuveen Emerging Markets Eq R6

3.83 24M
—

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