Morningstar

Nuveen Lifecycle 2055 Retirement TTRLX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 17.94  /  −0.28 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.44%
  • Turnover 25%

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

Morningstar’s Analysis TTRLX

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

  • People Pillar

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

More TTRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen International Eq W

13.78 251.2 Mil
—

Nuveen Large Cap Growth W

9.80 178.6 Mil
—

Nuveen Growth Opportunities ETF

9.78 178.3 Mil
—

Nuveen Large Cap Value W

9.08 165.4 Mil
—

Nuveen Dividend Value R6

9.07 165.3 Mil
—

Nuveen Dividend Growth R6

8.78 160.1 Mil
—

Nuveen Core Equity W

8.76 159.7 Mil
—

Nuveen International Opps W

8.24 150.1 Mil
—

Nuveen Emerging Markets Eq W

5.43 98.9 Mil
—

Nuveen Quant Intl Small Cap Eq W

4.49 81.8 Mil
—

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