Nuveen Lifecycle 2020 Fund Premier (TCWPX)
9.52
-0.05
(-0.52%)
USD |
Mar 04 2025
TCWPX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2025.
Type | % Net |
---|---|
Cash | 0.45% |
Stock | 40.83% |
Bond | 53.92% |
Convertible | 0.00% |
Preferred | 0.18% |
Other | 4.61% |
Market Capitalization
Large | -- |
Mid | -- |
Small | -- |
Region Exposure
Americas | 70.41% |
---|---|
North America
|
67.69% |
Canada | 1.24% |
United States | 66.45% |
Latin America
|
2.72% |
Argentina | 0.05% |
Brazil | 0.39% |
Chile | 0.28% |
Colombia | 0.17% |
Mexico | 0.60% |
Peru | 0.12% |
As of January 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
Greater Europe | 12.35% |
---|---|
United Kingdom | 2.66% |
Europe Developed
|
7.82% |
Austria | 0.06% |
Belgium | 0.07% |
Denmark | 0.68% |
Finland | 0.10% |
France | 1.09% |
Germany | 0.78% |
Greece | 0.04% |
Ireland | 1.54% |
Italy | 0.42% |
Netherlands | 1.14% |
Norway | 0.11% |
Portugal | 0.04% |
Spain | 0.51% |
Sweden | 0.09% |
Switzerland | 0.99% |
Europe Emerging
|
0.55% |
Czech Republic | 0.00% |
Poland | 0.11% |
Turkey | 0.23% |
Africa And Middle East
|
1.33% |
Egypt | 0.06% |
Israel | 0.22% |
Nigeria | 0.03% |
Qatar | 0.03% |
Saudi Arabia | 0.18% |
South Africa | 0.26% |
United Arab Emirates | 0.08% |
Greater Asia | 8.17% |
---|---|
Japan | 2.74% |
Australasia
|
0.58% |
Australia | 0.57% |
Asia Developed
|
2.26% |
Hong Kong | 0.20% |
Singapore | 0.25% |
South Korea | 0.57% |
Taiwan | 1.19% |
Asia Emerging
|
2.59% |
China | 0.94% |
India | 1.02% |
Indonesia | 0.31% |
Kazakhstan | 0.04% |
Malaysia | 0.06% |
Pakistan | 0.01% |
Philippines | 0.08% |
Thailand | 0.04% |
Unidentified Region | 9.07% |
---|
Bond Credit Quality Exposure
AAA | 5.97% |
AA | 35.38% |
A | 10.60% |
BBB | 19.37% |
BB | 8.57% |
B | 4.00% |
Below B | 0.48% |
CCC | 0.44% |
CC | 0.01% |
C | 0.00% |
DDD | 0.00% |
DD | 0.00% |
D | 0.03% |
Not Rated | 0.71% |
Not Available | 14.91% |
Short Term | 0.00% |
As of January 31, 2025
Stock Sector Exposure
Cyclical |
|
11.56% |
Materials |
|
1.86% |
Consumer Discretionary |
|
3.45% |
Financials |
|
5.50% |
Real Estate |
|
0.75% |
Sensitive |
|
20.65% |
Communication Services |
|
2.54% |
Energy |
|
2.22% |
Industrials |
|
4.51% |
Information Technology |
|
11.37% |
Defensive |
|
8.03% |
Consumer Staples |
|
2.11% |
Health Care |
|
4.89% |
Utilities |
|
1.03% |
Not Classified |
|
59.77% |
Non Classified Equity |
|
1.37% |
Not Classified - Non Equity |
|
58.40% |
As of July 31, 2024
Bond Sector Exposure
As of January 31, 2025
Type | % Net |
---|---|
Government | 37.81% |
Corporate | 35.26% |
Securitized | 25.06% |
Municipal | 0.09% |
Other | 1.78% |
Bond Maturity Exposure
Short Term |
|
2.91% |
Less than 1 Year |
|
2.91% |
Intermediate |
|
54.85% |
1 to 3 Years |
|
17.54% |
3 to 5 Years |
|
14.73% |
5 to 10 Years |
|
22.57% |
Long Term |
|
40.49% |
10 to 20 Years |
|
12.82% |
20 to 30 Years |
|
25.75% |
Over 30 Years |
|
1.92% |
Other |
|
1.75% |
As of January 31, 2025