Nuveen Lifecycle 2025 Fund R6 (TCYIX)
10.01
-0.06
(-0.60%)
USD |
Mar 04 2025
Returns Chart
Key Stats
Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
---|---|---|---|
-- | -- | -- | -- |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
-- | -- | 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 2025. |
General | |
Security Type | Mutual Fund |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Global Peer Group | Target Maturity MA USD 2025 |
Peer Group | Mixed-Asset Target 2025 Funds |
Global Macro | Target Maturity |
US Macro | Mixed-Assets Target Date Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Growth & Income Funds |
Fund Owner Firm Name | Nuveen |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
--
--
Peer Group Low
--
Peer Group High
1 Year
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
6 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
5 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
YTD
% Rank:
--
--
Peer Group Low
--
Peer Group High
10 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of January 31, 2025.
Type | % Net |
---|---|
Cash | 0.50% |
Stock | 46.09% |
Bond | 48.61% |
Convertible | 0.00% |
Preferred | 0.20% |
Other | 4.60% |
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Nuveen Core Bond Fund W | 19.59% | 9.20 | -0.32% |
Nuveen Core Plus Bond Fund W | 12.16% | 9.24 | -0.32% |
Nuveen International Equity Fund W | 6.97% | 14.37 | -0.14% |
Nuveen Inflation Linked Bond Fund W | 5.81% | 10.78 | -0.09% |
Nuveen Short Term Bond Fund W | 5.78% | 10.14 | -0.10% |
Nuveen Large Cap Growth Fund W | 5.20% | 27.17 | -0.69% |
Nuveen Growth Opportunities ETF | 5.19% | 32.64 | -0.12% |
Nuveen Dividend Growth Fund R6 | 4.48% | 61.97 | -1.29% |
Nuveen Core Equity Fund W | 4.47% | 14.55 | -1.42% |
Nuveen Large Cap Value Fund W | 4.46% | 22.69 | -2.11% |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
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 | 1.00M 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 2025. |
General | |
Security Type | Mutual Fund |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Global Peer Group | Target Maturity MA USD 2025 |
Peer Group | Mixed-Asset Target 2025 Funds |
Global Macro | Target Maturity |
US Macro | Mixed-Assets Target Date Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Growth & Income Funds |
Fund Owner Firm Name | Nuveen |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Fundamentals
General | |
Distribution Yield | -- |
Dividend Yield TTM | -- |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Stock | |
Weighted Average PE Ratio | -- |
Weighted Average Price to Sales Ratio | -- |
Weighted Average Price to Book Ratio | -- |
Weighted Median ROE | -- |
Weighted Median ROA | -- |
ROI (TTM) | -- |
Return on Investment (TTM) | -- |
Earning Yield | -- |
LT Debt / Shareholders Equity | -- |
Bond | |
Yield to Maturity | -- |
Average Coupon | -- |
Calculated Average Quality | -- |
Effective Maturity | -- |
Nominal Maturity | -- |
Growth Metrics
EPS Growth (1Y) | 21.39% |
EPS Growth (3Y) | 21.39% |
EPS Growth (5Y) | 14.13% |
Sales Growth (1Y) | 12.97% |
Sales Growth (3Y) | 16.29% |
Sales Growth (5Y) | 12.32% |
Sales per Share Growth (1Y) | 25.25% |
Sales per Share Growth (3Y) | 16.28% |
Operating Cash Flow - Growth Ratge (3Y) | 17.06% |
As of January 31, 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:TCYIX", "name") |
Broad Asset Class: =YCI("M:TCYIX", "broad_asset_class") |
Broad Category: =YCI("M:TCYIX", "broad_category_group") |
Prospectus Objective: =YCI("M:TCYIX", "prospectus_objective") |
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |