Nuveen Lifecycle 2040 Fund I Class
TCZHX
NASDAQ
| Weiss Ratings | TCZHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | TCZHX-NASDAQ | Click to Compare |
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| Provider | Nuveen | |||
| Manager/Tenure (Years) | John Cunniff (19), Steve Sedmak (7), Jeff Sun (0) | |||
| Website | http://www.nuveen.com | |||
| Fund Information | TCZHX-NASDAQ | Click to Compare |
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| Fund Name | Nuveen Lifecycle 2040 Fund I Class | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 04, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | TCZHX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.01% | |||
| Dividend | TCZHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.70% | |||
| Asset Allocation | TCZHX-NASDAQ | Click to Compare |
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| Cash | 1.21% | |||
| Stock | 74.79% | |||
| U.S. Stock | 48.24% | |||
| Non-U.S. Stock | 26.55% | |||
| Bond | 19.32% | |||
| U.S. Bond | 13.97% | |||
| Non-U.S. Bond | 5.35% | |||
| Preferred | 0.25% | |||
| Convertible | 0.03% | |||
| Other Net | 4.40% | |||
| Price History | TCZHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.15% | |||
| 30-Day Total Return | 1.18% | |||
| 60-Day Total Return | 1.67% | |||
| 90-Day Total Return | 2.24% | |||
| Year to Date Total Return | 16.28% | |||
| 1-Year Total Return | 13.09% | |||
| 2-Year Total Return | 32.83% | |||
| 3-Year Total Return | 53.48% | |||
| 5-Year Total Return | 50.19% | |||
| Price | TCZHX-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 | TCZHX-NASDAQ | Click to Compare |
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| Nav | $12.78 | |||
| 1-Month Low NAV | $12.34 | |||
| 1-Month High NAV | $12.89 | |||
| 52-Week Low NAV | $9.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.89 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | TCZHX-NASDAQ | Click to Compare |
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| Beta | 0.74 | |||
| Standard Deviation | 10.11 | |||
| Balance Sheet | TCZHX-NASDAQ | Click to Compare |
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| Total Assets | 6.35B | |||
| Operating Ratios | TCZHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 14.00% | |||
| Performance | TCZHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.79% | |||
| Last Bear Market Total Return | -13.30% | |||