Nuveen Lifecycle 2040 Fund Premier Class
TCZPX
NASDAQ
| Weiss Ratings | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Nuveen | |||
| Manager/Tenure (Years) | John Cunniff (19), Steve Sedmak (7), Jeff Sun (0) | |||
| Website | http://www.nuveen.com | |||
| Fund Information | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.92% | |||
| Dividend | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.69% | |||
| Asset Allocation | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.24% | |||
| Stock | 73.96% | |||
| U.S. Stock | 47.63% | |||
| Non-U.S. Stock | 26.33% | |||
| Bond | 20.18% | |||
| U.S. Bond | 14.50% | |||
| Non-U.S. Bond | 5.68% | |||
| Preferred | 0.25% | |||
| Convertible | 0.03% | |||
| Other Net | 4.36% | |||
| Price History | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.66% | |||
| 30-Day Total Return | -2.75% | |||
| 60-Day Total Return | -3.64% | |||
| 90-Day Total Return | -2.18% | |||
| Year to Date Total Return | -1.60% | |||
| 1-Year Total Return | 19.14% | |||
| 2-Year Total Return | 21.50% | |||
| 3-Year Total Return | 44.17% | |||
| 5-Year Total Return | 38.26% | |||
| Price | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $11.63 | |||
| 1-Month Low NAV | $11.29 | |||
| 1-Month High NAV | $12.02 | |||
| 52-Week Low NAV | $9.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.85 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.72 | |||
| Standard Deviation | 9.00 | |||
| Balance Sheet | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.47B | |||
| Operating Ratios | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.57% | |||
| Turnover Ratio | 14.00% | |||
| Performance | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.72% | |||
| Last Bear Market Total Return | -13.34% | |||