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 (20), Steve Sedmak (7), Jeff Sun (0) | |||
| 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 | 1.00% | |||
| Dividend | TCLOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.61% | |||
| Asset Allocation | TCLOX-NASDAQ | Click to Compare |
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| Cash | 1.12% | |||
| Stock | 72.86% | |||
| U.S. Stock | 47.18% | |||
| Non-U.S. Stock | 25.68% | |||
| Bond | 21.23% | |||
| U.S. Bond | 15.41% | |||
| Non-U.S. Bond | 5.82% | |||
| Preferred | 0.24% | |||
| Convertible | 0.03% | |||
| Other Net | 4.54% | |||
| Price History | TCLOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.19% | |||
| 30-Day Total Return | -1.23% | |||
| 60-Day Total Return | 1.06% | |||
| 90-Day Total Return | -0.47% | |||
| Year to Date Total Return | 7.57% | |||
| 1-Year Total Return | 10.35% | |||
| 2-Year Total Return | 26.10% | |||
| 3-Year Total Return | 50.73% | |||
| 5-Year Total Return | 41.27% | |||
| 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 | -- | |||
| 1-Month Low NAV | $20.66 | |||
| 1-Month High NAV | $21.21 | |||
| 52-Week Low NAV | $18.53 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $21.40 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | TCLOX-NASDAQ | Click to Compare |
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| Beta | 0.72 | |||
| Standard Deviation | 9.96 | |||
| Balance Sheet | TCLOX-NASDAQ | Click to Compare |
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| Total Assets | 6.15B | |||
| Operating Ratios | TCLOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.67% | |||
| Turnover Ratio | 25.00% | |||
| Performance | TCLOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.71% | |||
| Last Bear Market Total Return | -13.36% | |||