Morningstar

Nuveen Lifecycle 2045 Fund Retirement Class TTFRX

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  • NAV / 1-Day Return $16.49  /  −0.90 %
  • Fund Size $4.7B
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.470%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2045
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.47%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis TTFRX

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

  • People Pillar

    The People Pillar is our evaluation of the TTFRX 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 TTFRX’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 the Nuveen Lifecycle target-date series.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TTFRX

More TTFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Large Cap Value W

9.39 446M
—

Nuveen Dividend Value R6

8.91 423M
—

Nuveen Dividend Growth R6

8.80 418M
—

Nuveen International Opps W

8.58 408M
—

Nuveen Large Cap Growth W

8.37 398M
—

Nuveen Growth Opportunities ETF

7.84 372M
—

Nuveen International Eq W

7.61 362M
—

Nuveen Core Equity W

7.35 349M
—

Nuveen Emerging Markets Eq W

5.40 256M
—

Nuveen Core Bond W

5.22 248M
—

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