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Nuveen Lifestyle Growth Retirement (TSGRX)

15.74
-0.77
(-4.66%)
At close: 8:02:17 PM EDT
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  • Previous Close 16.51
  • YTD Return -1.22%
  • Expense Ratio 0.78%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 295.55M
  • Beta (5Y Monthly) 1.14
  • Yield 2.03%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.35
  • Inception Date Dec 9, 2011

The fund is a "fund of funds" that invests in Class R6 shares of other funds of the Trust and in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 80% of the fund's assets in equity underlying funds and (2) approximately 20% of the fund's assets in fixed-income underlying funds. The fund may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

Nuveen

Fund Family

Allocation--70% to 85% Equity

Fund Category

295.55M

Net Assets

2011-12-09

Inception Date

Performance Overview: TSGRX

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Trailing returns as of 4/3/2025. Category is Allocation--70% to 85% Equity.

YTD Return

TSGRX
1.22%
Category
11.35%
 

1-Year Return

TSGRX
3.81%
Category
32.83%
 

3-Year Return

TSGRX
5.21%
Category
11.75%
 

5-Year Return

TSGRX
12.06%
Category
11.53%
 

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Holdings: TSGRX

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Sector Weightings

SectorTSGRX
Technology   25.98%
Healthcare   11.62%
Industrials   10.19%
Energy   4.07%
Utilities   2.55%
Real Estate   2.04%

Recent News: TSGRX

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Research Reports: TSGRX

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