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Nasdaq - Delayed Quote USD

Nuveen Lifestyle Moderate Retirement (TSMTX)

13.85
-0.50
(-3.48%)
At close: 8:02:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.02%
5y Average Return 9.51%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Apr 3, 2025) 20.19%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 20.19%
Worst 3Y Total Return 1.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TSMTX
Category
YTD
-0.24%
9.69%
1-Month
-2.69%
0.91%
3-Month
-0.24%
5.21%
1-Year
4.24%
27.06%
3-Year
4.19%
11.00%
5-Year
9.34%
10.26%
10-Year
6.03%
8.34%
Last Bull Market
10.70%
15.58%
Last Bear Market
-12.23%
-12.16%

Annual Total Return (%) History

Year
TSMTX
Category
2025
--
--
2024
10.11%
--
2023
15.92%
--
2022
-17.14%
--
2021
9.77%
--
2020
15.18%
11.72%
2019
20.19%
19.23%
2018
-7.19%
-5.76%

2017
16.73%
13.21%
2016
6.25%
7.34%
2015
0.29%
-1.93%
2014
4.74%
6.21%
2013
16.49%
16.48%
2012
14.86%
11.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.24% -- -- --
2024 5.38% 1.55% 4.97% -1.98%
2023 5.38% 3.93% -3.31% 9.46%
2022 -6.72% -12.23% -5.35% 6.93%
2021 2.19% 5.22% -1.03% 3.14%
2020 -14.67% 15.63% 6.03% 10.09%
2019 9.64% 3.19% 0.70% 5.50%
2018 -0.46% 0.76% 2.39% -9.61%
2017 4.90% 3.22% 4.14% 3.52%
2016 0.51% 1.75% 4.12% -0.22%

2015 3.05% 0.05% -5.37% 2.79%
2014 1.25% 3.12% -1.48% 1.82%
2013 4.86% -0.22% 5.16% 5.88%
2012 9.29% -2.33% 5.06% 2.41%

Rank in Category (By Total Return)

YTD 47
1-Month 51
3-Month 47
1-Year 73
3-Year 52
5-Year 66

Load Adjusted Returns

1-Year 4.24%
3-Year 4.19%
5-Year 9.34%
10-Year 6.03%

Performance & Risk

YTD Return -2.02%
5y Average Return 9.51%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Nuveen
Net Assets 549.78M
YTD Return -0.24%
Yield 2.58%
Morningstar Rating
Inception Date Dec 09, 2011

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.

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