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Nuveen Lifecycle 2010 RetirementTCLEX

Performance (before sales charge)

As of 06/30/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 05/31/2024
Stock
21.53%
Non-U.S. Stock
11.62%
Bond
56.27%
Non-U.S. Bond
4.64%
Preferred
0.93%
Convertible
0.06%
Cash
1.75%
Other
3.21%

Due to rounding, percentages may not equal 100%.

Sectors

As of 05/31/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 05/31/2024

Nuveen Core Bond W
20.92%
Nuveen Short Term Bond W
13.74%
Nuveen Core Plus Bond W
12.96%
Nuveen Inflation Link Bd W
9.94%
Nuveen International Eq W
5.12%
Nuveen Growth Opportunities ETF
3.82%
Nuveen Large Cap Growth W
3.82%
Nuveen Core Equity W
3.21%
Nuveen Dividend Growth R6
3.21%
Nuveen Large Cap Value W
3.11%
Fund assets

$805.66 Million

Share class

Retirement

Morningstar category

Target-Date 2000-2010

Expense ratio

0.62%

Investment objective

Asset Allocation

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