Morningstar

Nuveen Lifecycle Index 2025 Retire TLQRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 22.62  /  −0.31 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.01%
  • 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 TLQRX

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

  • People Pillar

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

A simple but effective target-date series.

Director Jason Kephart

Jason Kephart

Director

Summary

Investors in the Nuveen Lifecycle Index target-date series benefit from low costs and a sturdy portfolio construction process.

by Jason Kephart
Rated on Published on

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Portfolio Holdings TLQRX

More TLQRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Bond Index W

37.08 2.3 Bil
—

Nuveen Equity Index W

33.56 2.1 Bil
—

Nuveen International Eq Idx W

12.53 770.9 Mil
—

Nuveen Short Term Bond Index W

5.61 345.4 Mil
—

Nuveen Inflation Link Bd W

5.61 345.3 Mil
—

Nuveen Emerging Markets Eq Idx W

5.52 339.4 Mil
—

Fixed Inc Clearing Corp.Repo

0.09 5.5 Mil
Cash and Equivalents

Usd

0.00 −3,385
Cash and Equivalents

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