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Nuveen Lifestyle Moderate R6 (TSIMX)

13.87
-0.50
(-3.48%)
At close: 8:02:18 PM EDT

Fund Summary

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 60% of the fund's assets in equity underlying funds and (2) approximately 40% of the fund's assets in fixed-income underlying funds. It may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

Nuveen Lifestyle Moderate R6

New York NY 10017
730 Third Ave.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Nuveen
Net Assets 549.78M
YTD Return -0.25%
Yield 2.84%
Morningstar Rating
Inception Date Dec 09, 2011

Fund Operations

Last Dividend 0.07
Last Cap Gain -6.00
Holdings Turnover 15.00%
Average for Category --

Fees & Expenses

Expense TSIMX Category Average
Annual Report Expense Ratio (net) 0.54% 0.84%
Prospectus Net Expense Ratio 0.54% --
Prospectus Gross Expense Ratio 0.59% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.07%
Max Deferred Sales Load -- 1.48%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John Cunniff is a managing director and Lifecycle portfolio manager for the TIAA organization. Mr. Cunniff currently manages investment strategies for TIAA’s Lifecycle and Managed Allocation portfolios. He joined the TIAA organization in 2006. Mr. Cunniff has 25 years of industry experience. Previously, he served as director of U.S. research at Morgan Stanley Investment Management and as a portfolio manager for both Van Kampen Investments and Franklin Templeton Investments. Mr. Cunniff earned a B.S. from Johns Hopkins University, an M.S.E. from Princeton University, and an M.B.A. from Columbia University. He is a member of the New York Society of Securities Analysts

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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