Nuveen Lifecycle 2020 Fund Premier (TCWPX)
10.40
-0.01
(-0.10%)
USD |
Nov 14 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.54% | 2.086B | -- | 11.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -417.62M | 10.13% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2020. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2020 |
| Peer Group | Mixed-Asset Target 2020 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Income Funds |
| Fund Owner Firm Name | Nuveen |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
72
-429.33M
Peer Group Low
6.038M
Peer Group High
1 Year
% Rank:
72
-417.62M
-5.083B
Peer Group Low
151.08M
Peer Group High
3 Months
% Rank:
69
-1.288B
Peer Group Low
27.69M
Peer Group High
3 Years
% Rank:
77
-16.61B
Peer Group Low
277.51M
Peer Group High
6 Months
% Rank:
69
-2.469B
Peer Group Low
55.16M
Peer Group High
5 Years
% Rank:
76
-35.30B
Peer Group Low
316.02M
Peer Group High
YTD
% Rank:
69
-4.263B
Peer Group Low
167.92M
Peer Group High
10 Years
% Rank:
82
-41.52B
Peer Group Low
869.30M
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of November 17, 2025.
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.62% |
| Stock | 40.35% |
| Bond | 54.16% |
| Convertible | 0.00% |
| Preferred | 0.17% |
| Other | 4.70% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Nuveen Core Bond Fund W | 19.70% | 9.27 | -0.11% |
| Nuveen Core Plus Bond Fund W | 12.21% | 9.29 | -0.21% |
| Nuveen Short Term Bond Fund W | 8.04% | 10.20 | -0.10% |
| Nuveen Inflation Linked Bond Fund W | 8.02% | 10.89 | 0.00% |
| Nuveen International Equity Fund W | 5.65% | 17.26 | -0.29% |
| Nuveen Large Cap Growth Fund W | 4.56% | 32.84 | 0.21% |
| Nuveen Growth Opportunities ETF | 4.38% | 39.63 | 0.34% |
|
TIAA CREF Asset Management Core Property Fund LP
|
4.21% | -- | -- |
| Nuveen Dividend Growth Fund R6 | 4.19% | 66.72 | -0.21% |
| Nuveen Large Cap Value Fund W | 4.07% | 25.11 | -0.32% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 0.15% |
| Actual Management Fee | 0.25% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2020. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2020 |
| Peer Group | Mixed-Asset Target 2020 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Income Funds |
| Fund Owner Firm Name | Nuveen |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (11-14-25) | 3.19% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 26 |
| Stock | |
| Weighted Average PE Ratio | 31.26 |
| Weighted Average Price to Sales Ratio | 7.441 |
| Weighted Average Price to Book Ratio | 8.321 |
| Weighted Median ROE | 66.12% |
| Weighted Median ROA | 12.28% |
| ROI (TTM) | 18.41% |
| Return on Investment (TTM) | 18.41% |
| Earning Yield | 0.0439 |
| LT Debt / Shareholders Equity | 0.9772 |
| Number of Equity Holdings | 0 |
| Bond | |
| Yield to Maturity (9-30-25) | 4.47% |
| Effective Duration | -- |
| Average Coupon | 4.00% |
| Calculated Average Quality | 3.003 |
| Effective Maturity | 12.33 |
| Nominal Maturity | 13.01 |
| Number of Bond Holdings | 0 |
As of September 30, 2025
Growth Metrics
| EPS Growth (1Y) | 24.46% |
| EPS Growth (3Y) | 15.74% |
| EPS Growth (5Y) | 18.96% |
| Sales Growth (1Y) | 14.24% |
| Sales Growth (3Y) | 13.36% |
| Sales Growth (5Y) | 13.12% |
| Sales per Share Growth (1Y) | 15.90% |
| Sales per Share Growth (3Y) | 13.90% |
| Operating Cash Flow - Growth Rate (3Y) | 16.40% |
As of September 30, 2025
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:TCWPX", "name") |
| Broad Asset Class: =YCI("M:TCWPX", "broad_asset_class") |
| Broad Category: =YCI("M:TCWPX", "broad_category_group") |
| Prospectus Objective: =YCI("M:TCWPX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |