Nuveen Lifecycle 2040 Fund Premier Class
TCZPX
NASDAQ
Weiss Ratings | TCZPX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | TCZPX-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 | TCZPX-NASDAQ | Click to Compare |
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Fund Name | Nuveen Lifecycle 2040 Fund Premier Class | |||
Category | Target-Date 2040 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Sep 30, 2009 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | TCZPX-NASDAQ | Click to Compare |
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Dividend Yield | 2.12% | |||
Dividend | TCZPX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.92% | |||
Asset Allocation | TCZPX-NASDAQ | Click to Compare |
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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 | TCZPX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.89% | |||
30-Day Total Return | 3.68% | |||
60-Day Total Return | 7.25% | |||
90-Day Total Return | 11.81% | |||
Year to Date Total Return | 7.93% | |||
1-Year Total Return | 10.25% | |||
2-Year Total Return | 28.94% | |||
3-Year Total Return | 46.44% | |||
5-Year Total Return | 63.51% | |||
Price | TCZPX-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 | TCZPX-NASDAQ | Click to Compare |
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Nav | $11.83 | |||
1-Month Low NAV | $11.43 | |||
1-Month High NAV | $11.83 | |||
52-Week Low NAV | $9.92 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $11.84 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | TCZPX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | 12.64 | |||
Balance Sheet | TCZPX-NASDAQ | Click to Compare |
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Total Assets | 6.04B | |||
Operating Ratios | TCZPX-NASDAQ | Click to Compare |
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Expense Ratio | 0.58% | |||
Turnover Ratio | 13.00% | |||
Performance | TCZPX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 11.72% | |||
Last Bear Market Total Return | -13.34% | |||