C
Nuveen Lifecycle 2040 Fund Retirement Class TCLOX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings TCLOX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info TCLOX-NASDAQ Click to
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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
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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
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Dividend Yield 1.19%
Dividend TCLOX-NASDAQ Click to
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Dividend Yield (Forward) 1.92%
Asset Allocation TCLOX-NASDAQ Click to
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Cash 1.03%
Stock 75.91%
U.S. Stock 49.51%
Non-U.S. Stock 26.40%
Bond 18.04%
U.S. Bond 14.36%
Non-U.S. Bond 3.68%
Preferred 0.35%
Convertible 0.03%
Other Net 4.64%
Price History TCLOX-NASDAQ Click to
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7-Day Total Return 1.84%
30-Day Total Return 3.69%
60-Day Total Return 7.24%
90-Day Total Return 11.76%
Year to Date Total Return 7.79%
1-Year Total Return 10.14%
2-Year Total Return 28.67%
3-Year Total Return 46.05%
5-Year Total Return 62.69%
Price TCLOX-NASDAQ Click to
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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
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Nav $18.81
1-Month Low NAV $18.18
1-Month High NAV $18.81
52-Week Low NAV $15.77
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $18.81
52-Week High Price (Date) Jul 02, 2025
Beta / Standard Deviation TCLOX-NASDAQ Click to
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Beta --
Standard Deviation 12.67
Balance Sheet TCLOX-NASDAQ Click to
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Total Assets 6.04B
Operating Ratios TCLOX-NASDAQ Click to
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Expense Ratio 0.68%
Turnover Ratio 13.00%
Performance TCLOX-NASDAQ Click to
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Last Bull Market Total Return 11.75%
Last Bear Market Total Return -13.36%