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NasdaqGM - Delayed Quote USD
Nuveen Lifecycle 2040 Retirement (TCLOX)
16.07
-0.76
(-4.52%)
At close: April 4 at 8:04:01 PM EDT
Top 10 Holdings (81.03% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorTCLOX
Technology 25.97%
Financial Services 15.68%
Consumer Cyclical 12.38%
Healthcare 11.62%
Industrials 10.20%
Communication Services 7.27%
Consumer Defensive 4.64%
Energy 4.07%
Basic Materials 3.57%
Utilities 2.55%
Real Estate 2.05%
Overall Portfolio Composition (%)
| Cash | 1.25% |
| Stocks | 75.69% |
| Bonds | 18.13% |
| Others | 4.50% |
| Preferred | 0.40% |
| Convertible | 0.03% |
Bond Ratings
| US Government | 4.38% |
| AAA | 5.91% |
| AA | 38.68% |
| A | 11.81% |
| BBB | 22.16% |
| BB | 11.32% |
| B | 6.51% |
| Below B | 0.81% |
| Other | 2.79% |
Equity Holdings
| Average | TCLOX | Category Average |
|---|---|---|
| Price/Earnings | 0.05 | 23.13 |
| Price/Book | 0.33 | 2.89 |
| Price/Sales | 0.45 | 2.12 |
| Price/Cashflow | 0.07 | 14.1 |
| Median Market Cap | 133,988.16 | 69,227.1 |
| 3 Year Earnings Growth | 15.14 | 12.06 |
Bond Holdings
| Average | TCLOX | Category Average |
|---|---|---|
| Maturity | -- | 8.06 |
| Duration | 4.45 | 6.63 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -3.55% |
| 5y Average Return | 12.56% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Nuveen |
| Net Assets | 5.72B |
| YTD Return | -1.20% |
| Yield | 1.30% |
| Morningstar Rating | |
| Inception Date | Oct 15, 2004 |
Fund Summary
The fund is a “fund of funds” that invests in Class W or Class R6 shares of other Nuveen mutual funds and in other investment pools or investment products, including other funds or exchange-traded funds (“ETFs”) advised by the fund’s investment adviser, Teachers Advisors, LLC (“Advisors”), or its affiliates (collectively, the “underlying funds”).
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