Investors in the Nuveen Lifecycle Index target-date series benefit from low costs and a sturdy portfolio construction process.
Nuveen Lifecycle Index 2060 I TVIHX
- NAV / 1-Day Return 20.24 / −0.39 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.200%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.70%
- Turnover 7%
USD | NAV as of Sep 25, 2024 | 1-Day Return as of Sep 25, 2024, 10:18 PM GMT+0
Morningstar’s Analysis TVIHX
Will TVIHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 Equity Index W | 60.38 | 1.4 Bil | — |
Nuveen International Eq Idx W | 22.41 | 517.6 Mil | — |
Nuveen Emerging Markets Eq Idx W | 9.92 | 229.1 Mil | — |
Nuveen Bond Index W | 7.22 | 166.7 Mil | — |
Fixed Inc Clearing Corp.Repo | 0.08 | 1.7 Mil | Cash and Equivalents |
Usd | 0.00 | −1,266 | Cash and Equivalents |