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Nuveen Lifecycle 2055 R6 TTRIX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 17.37  /  +1.11 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2055
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.70%
  • Turnover 25%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TTRIX

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

  • People Pillar

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

This target-date series is unique but not outstanding.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Sufficient resources support a team that plies a reasonable allocation process at the Nuveen Lifecycle target-date series.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TTRIX

More TTRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen International Eq W

13.57 245.7 Mil
—

Nuveen Growth Opportunities ETF

10.54 190.8 Mil
—

Nuveen Large Cap Growth W

10.47 189.5 Mil
—

Nuveen Dividend Growth R6

8.77 158.8 Mil
—

Nuveen Core Equity W

8.73 158.0 Mil
—

Nuveen Large Cap Value W

8.48 153.6 Mil
—

Nuveen Dividend Value R6

8.45 152.9 Mil
—

Nuveen International Opps W

8.11 146.8 Mil
—

Nuveen Emerging Markets Eq W

5.50 99.6 Mil
—

Nuveen Quant Intl Small Cap Eq W

4.43 80.2 Mil
—