Investors in the Nuveen Lifecycle Index target-date series benefit from low costs and a sturdy portfolio construction process.
Nuveen Lifecycle Index 2060 Fund Retirement Class TVITX
- NAV / 1-Day Return 25.87 / −0.89 %
- Total Assets 3.6B
-
Adj. Expense Ratio
0.350%
- Expense Ratio 0.350%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.91%
- Turnover 10%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 10:49 PM GMT+0
Morningstar’s Analysis TVITX
Will TVITX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the TVITX 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 TVITX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Nuveen Equity Index W | 60.00 | 2B | — |
Nuveen International Eq Idx W | 20.40 | 734M | — |
Nuveen Emerging Markets Eq Idx W | 11.80 | 425M | — |
Nuveen Bond Index W | 6.06 | 218M | — |
Nuveen International Aggregate Bond ETF | 1.51 | 54M | — |
Fixed Inc Clearing Corp.Repo | 0.22 | 8M | Cash and Equivalents |
Usd | 0.00 | 124 | Cash and Equivalents |