Nuveen Lifecycle 2040 Fund I (TCZHX)
12.79
0.00 (0.00%)
USD |
Dec 04 2025
TCZHX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | -2.68% |
| Stock | 78.74% |
| Bond | 19.87% |
| Convertible | 0.00% |
| Preferred | 0.38% |
| Other | 3.69% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 64.30% |
|---|---|
|
North America
|
61.79% |
| Canada | 1.60% |
| United States | 60.19% |
|
Latin America
|
2.51% |
| Argentina | 0.03% |
| Brazil | 0.80% |
| Chile | 0.13% |
| Colombia | 0.08% |
| Mexico | 0.56% |
| Peru | 0.12% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.88% |
|---|---|
| United Kingdom | 3.42% |
|
Europe Developed
|
13.98% |
| Austria | 0.04% |
| Belgium | 0.11% |
| Denmark | 0.52% |
| Finland | 0.15% |
| France | 2.85% |
| Germany | 2.24% |
| Greece | 0.05% |
| Ireland | 2.10% |
| Italy | 0.62% |
| Netherlands | 2.07% |
| Norway | 0.05% |
| Portugal | 0.08% |
| Spain | 0.66% |
| Sweden | 0.25% |
| Switzerland | 2.00% |
|
Europe Emerging
|
0.42% |
| Czech Republic | 0.02% |
| Poland | 0.07% |
| Turkey | 0.19% |
|
Africa And Middle East
|
1.07% |
| Egypt | 0.04% |
| Israel | 0.16% |
| Nigeria | 0.02% |
| Qatar | 0.00% |
| Saudi Arabia | 0.23% |
| South Africa | 0.29% |
| United Arab Emirates | 0.08% |
| Greater Asia | 13.02% |
|---|---|
| Japan | 4.10% |
|
Australasia
|
0.76% |
| Australia | 0.73% |
|
Asia Developed
|
4.21% |
| Hong Kong | 0.50% |
| Singapore | 0.30% |
| South Korea | 1.15% |
| Taiwan | 2.25% |
|
Asia Emerging
|
3.95% |
| China | 2.12% |
| India | 1.27% |
| Indonesia | 0.26% |
| Kazakhstan | 0.02% |
| Malaysia | 0.08% |
| Pakistan | 0.01% |
| Philippines | 0.07% |
| Thailand | 0.09% |
| Unidentified Region | 3.80% |
|---|
Bond Credit Quality Exposure
| AAA | 6.80% |
| AA | 22.01% |
| A | 10.88% |
| BBB | 19.54% |
| BB | 11.17% |
| B | 5.15% |
| Below B | 0.83% |
| CCC | 0.77% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.06% |
| Not Rated | 0.54% |
| Not Available | 23.08% |
| Short Term | 0.00% |
As of September 30, 2025
Stock Sector Exposure
| Cyclical |
|
26.11% |
| Materials |
|
3.48% |
| Consumer Discretionary |
|
8.51% |
| Financials |
|
12.61% |
| Real Estate |
|
1.51% |
| Sensitive |
|
38.05% |
| Communication Services |
|
5.86% |
| Energy |
|
2.13% |
| Industrials |
|
10.35% |
| Information Technology |
|
19.71% |
| Defensive |
|
12.17% |
| Consumer Staples |
|
3.28% |
| Health Care |
|
6.71% |
| Utilities |
|
2.18% |
| Not Classified |
|
23.67% |
| Non Classified Equity |
|
0.09% |
| Not Classified - Non Equity |
|
23.57% |
As of October 31, 2025
Bond Sector Exposure
As of October 31, 2025
| Type | % Net |
|---|---|
| Government | 32.16% |
| Corporate | 36.47% |
| Securitized | 28.44% |
| Municipal | 0.19% |
| Other | 2.74% |
Bond Maturity Exposure
| Short Term |
|
2.19% |
| Less than 1 Year |
|
2.19% |
| Intermediate |
|
44.03% |
| 1 to 3 Years |
|
7.59% |
| 3 to 5 Years |
|
12.18% |
| 5 to 10 Years |
|
24.26% |
| Long Term |
|
51.72% |
| 10 to 20 Years |
|
13.78% |
| 20 to 30 Years |
|
35.47% |
| Over 30 Years |
|
2.47% |
| Other |
|
2.06% |
As of September 30, 2025