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 (6) | |||
| 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 | 2.06% | |||
| Dividend | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.98% | |||
| Stock | 75.29% | |||
| U.S. Stock | 49.40% | |||
| Non-U.S. Stock | 25.89% | |||
| Bond | 18.82% | |||
| U.S. Bond | 15.02% | |||
| Non-U.S. Bond | 3.80% | |||
| Preferred | 0.32% | |||
| Convertible | 0.03% | |||
| Other Net | 4.55% | |||
| Price History | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.30% | |||
| 30-Day Total Return | 2.63% | |||
| 60-Day Total Return | 4.88% | |||
| 90-Day Total Return | 8.63% | |||
| Year to Date Total Return | 13.59% | |||
| 1-Year Total Return | 13.68% | |||
| 2-Year Total Return | 36.39% | |||
| 3-Year Total Return | 53.79% | |||
| 5-Year Total Return | 61.29% | |||
| 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 | $12.45 | |||
| 1-Month Low NAV | $12.03 | |||
| 1-Month High NAV | $12.46 | |||
| 52-Week Low NAV | $9.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.46 | |||
| 52-Week High Price (Date) | Sep 15, 2025 | |||
| Beta / Standard Deviation | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.76 | |||
| Standard Deviation | 12.03 | |||
| Balance Sheet | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.18B | |||
| Operating Ratios | TCZPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.58% | |||
| 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% | |||