Morningstar

Nuveen Lifecycle 2020 R6 TCWIX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 10.00  /  −0.20 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.37%
  • Turnover 12%

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

Morningstar’s Analysis TCWIX

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

  • People Pillar

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

More TCWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

20.29 485.5 Mil
—

Nuveen Core Plus Bond W

12.58 301.2 Mil
—

Nuveen Short Term Bond W

7.60 182.0 Mil
—

Nuveen Inflation Link Bd W

7.60 182.0 Mil
—

Nuveen International Eq W

6.32 151.3 Mil
—

Nuveen Growth Opportunities ETF

4.50 107.8 Mil
—

Nuveen Large Cap Growth W

4.49 107.4 Mil
—

Tiaa Cref Real Property Fnd Lp

4.21 100.7 Mil
—

Nuveen Large Cap Value W

4.16 99.7 Mil
—

Nuveen Dividend Value R6

4.15 99.4 Mil
—

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