Nuveen Lifecycle 2040 Fund Retirement Class
TCLOX
NASDAQ
| Weiss Ratings | TCLOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | TCLOX-NASDAQ | Click to Compare |
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| Provider | Nuveen | |||
| Manager/Tenure (Years) | John Cunniff (19), Steve Sedmak (6) | |||
| Website | http://www.nuveen.com | |||
| Fund Information | TCLOX-NASDAQ | Click to Compare |
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| Fund Name | Nuveen Lifecycle 2040 Fund Retirement Class | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Oct 15, 2004 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | TCLOX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.19% | |||
| Dividend | TCLOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.88% | |||
| Asset Allocation | TCLOX-NASDAQ | Click to Compare |
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| Cash | 1.10% | |||
| Stock | 75.51% | |||
| U.S. Stock | 49.16% | |||
| Non-U.S. Stock | 26.35% | |||
| Bond | 18.45% | |||
| U.S. Bond | 14.73% | |||
| Non-U.S. Bond | 3.72% | |||
| Preferred | 0.36% | |||
| Convertible | 0.03% | |||
| Other Net | 4.54% | |||
| Price History | TCLOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.89% | |||
| 30-Day Total Return | 3.08% | |||
| 60-Day Total Return | 6.95% | |||
| 90-Day Total Return | 11.26% | |||
| Year to Date Total Return | 9.28% | |||
| 1-Year Total Return | 13.48% | |||
| 2-Year Total Return | 27.51% | |||
| 3-Year Total Return | 44.10% | |||
| 5-Year Total Return | 60.96% | |||
| Price | TCLOX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | TCLOX-NASDAQ | Click to Compare |
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| Nav | $19.07 | |||
| 1-Month Low NAV | $18.47 | |||
| 1-Month High NAV | $19.10 | |||
| 52-Week Low NAV | $15.77 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.10 | |||
| 52-Week High Price (Date) | Jul 23, 2025 | |||
| Beta / Standard Deviation | TCLOX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 12.67 | |||
| Balance Sheet | TCLOX-NASDAQ | Click to Compare |
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| Total Assets | 6.04B | |||
| Operating Ratios | TCLOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.68% | |||
| Turnover Ratio | 13.00% | |||
| Performance | TCLOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.75% | |||
| Last Bear Market Total Return | -13.36% | |||