Morningstar

Nuveen Lifecycle 2035 Retirement TCLRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 16.89  /  −0.30 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.44%
  • Turnover 14%

USD | NAV as of Sep 25, 2024 | 1-Day Return as of Sep 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis TCLRX

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

  • People Pillar

    The People Pillar is our evaluation of the TCLRX 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 TCLRX’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 TCLRX

More TCLRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

13.95 707.2 Mil
—

Nuveen International Eq W

9.93 503.4 Mil
—

Nuveen Core Plus Bond W

8.64 438.1 Mil
—

Nuveen Growth Opportunities ETF

7.07 358.4 Mil
—

Nuveen Large Cap Growth W

7.05 357.3 Mil
—

Nuveen Large Cap Value W

6.54 331.3 Mil
—

Nuveen Dividend Value R6

6.54 331.2 Mil
—

Nuveen Dividend Growth R6

6.33 320.7 Mil
—

Nuveen Core Equity W

6.31 319.9 Mil
—

Nuveen International Opps W

5.92 299.9 Mil
—

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