Nuveen Lifecycle Index 2020 Fund Retirement Class
TLWRX
NASDAQ
| Weiss Ratings | TLWRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | TLWRX-NASDAQ | Click to Compare |
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| Provider | Nuveen | |||
| Manager/Tenure (Years) | John Cunniff (15), Steve Sedmak (6) | |||
| Website | http://www.nuveen.com | |||
| Fund Information | TLWRX-NASDAQ | Click to Compare |
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| Fund Name | Nuveen Lifecycle Index 2020 Fund Retirement Class | |||
| Category | Target-Date 2020 | |||
| 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 | TLWRX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.48% | |||
| Dividend | TLWRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | TLWRX-NASDAQ | Click to Compare |
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| Cash | 0.89% | |||
| Stock | 44.37% | |||
| U.S. Stock | 29.31% | |||
| Non-U.S. Stock | 15.06% | |||
| Bond | 54.70% | |||
| U.S. Bond | 51.15% | |||
| Non-U.S. Bond | 3.55% | |||
| Preferred | 0.01% | |||
| Convertible | 0.01% | |||
| Other Net | 0.03% | |||
| Price History | TLWRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.48% | |||
| 30-Day Total Return | 1.65% | |||
| 60-Day Total Return | 1.60% | |||
| 90-Day Total Return | 4.04% | |||
| Year to Date Total Return | 8.72% | |||
| 1-Year Total Return | 9.22% | |||
| 2-Year Total Return | 23.68% | |||
| 3-Year Total Return | 31.84% | |||
| 5-Year Total Return | 31.34% | |||
| Price | TLWRX-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 | TLWRX-NASDAQ | Click to Compare |
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| Nav | $20.32 | |||
| 1-Month Low NAV | $20.11 | |||
| 1-Month High NAV | $20.47 | |||
| 52-Week Low NAV | $17.88 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.48 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | TLWRX-NASDAQ | Click to Compare |
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| Beta | 0.56 | |||
| Standard Deviation | 9.36 | |||
| Balance Sheet | TLWRX-NASDAQ | Click to Compare |
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| Total Assets | 3.09B | |||
| Operating Ratios | TLWRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.35% | |||
| Turnover Ratio | 12.00% | |||
| Performance | TLWRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.95% | |||
| Last Bear Market Total Return | -9.54% | |||