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Nuveen Lifestyle Moderate A (TSMLX)

13.84
-0.50
(-3.49%)
At close: 8:02:18 PM EDT
Loading Chart for TSMLX
  • Previous Close 14.34
  • YTD Return -0.35%
  • Expense Ratio 0.81%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 549.78M
  • Beta (5Y Monthly) 0.98
  • Yield 2.54%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.06
  • 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 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

Fund Family

Allocation--50% to 70% Equity

Fund Category

549.78M

Net Assets

2011-12-09

Inception Date

Performance Overview: TSMLX

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Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

TSMLX
0.35%
Category
9.69%
 

1-Year Return

TSMLX
4.19%
Category
27.06%
 

3-Year Return

TSMLX
4.16%
Category
11.00%
 

5-Year Return

TSMLX
9.32%
Category
10.26%
 

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Holdings: TSMLX

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Sector Weightings

SectorTSMLX
Technology   25.52%
Healthcare   11.76%
Industrials   9.94%
Energy   4.09%
Utilities   2.60%
Real Estate   2.20%

Recent News: TSMLX

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Research Reports: TSMLX

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