Nuveen Lifecycle 2065 Fund Retirement (TSFRX)
13.08
-0.11
(-0.83%)
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. The Fund is a fund of funds that invests in the other funds of the Trust. The Fund invests in funds according to an asset allocation strategy designed for investors retiring/planning to retire within a few years of 2065. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060+ |
| Peer Group | Mixed-Asset Target 2060+ Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Nuveen |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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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 | 0.77% |
| Stock | 96.63% |
| Bond | 2.12% |
| Convertible | 0.00% |
| Preferred | 0.35% |
| Other | 0.14% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Nuveen International Equity Fund W | 14.05% | 14.37 | -0.14% |
| Nuveen Large Cap Growth Fund W | 10.49% | 27.17 | -0.69% |
| Nuveen Growth Opportunities ETF | 10.39% | 32.64 | -0.12% |
| Nuveen Dividend Growth Fund R6 | 9.03% | 61.97 | -1.29% |
| Nuveen Core Equity Fund W | 9.00% | 14.55 | -1.42% |
| Nuveen Dividend Value Fund R6 | 8.96% | 14.45 | -2.17% |
| Nuveen Large Cap Value Fund W | 8.96% | 22.69 | -2.11% |
| Nuveen International Opportunities Fund W | 8.48% | 15.13 | 0.27% |
| Nuveen Emerging Markets Equity Fund W | 5.76% | 7.98 | 0.50% |
| Nuveen Quant International Small Cap Eqty Fd W | 4.51% | 10.74 | 0.28% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| 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. The Fund is a fund of funds that invests in the other funds of the Trust. The Fund invests in funds according to an asset allocation strategy designed for investors retiring/planning to retire within a few years of 2065. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060+ |
| Peer Group | Mixed-Asset Target 2060+ Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth 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 | -- |
Growth Metrics
| EPS Growth (1Y) | 21.39% |
| EPS Growth (3Y) | 21.39% |
| EPS Growth (5Y) | 14.12% |
| Sales Growth (1Y) | 12.97% |
| Sales Growth (3Y) | 16.29% |
| Sales Growth (5Y) | 12.32% |
| Sales per Share Growth (1Y) | 25.26% |
| Sales per Share Growth (3Y) | 16.28% |
| Operating Cash Flow - Growth Ratge (3Y) | 17.05% |
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:TSFRX", "name") |
| Broad Asset Class: =YCI("M:TSFRX", "broad_asset_class") |
| Broad Category: =YCI("M:TSFRX", "broad_category_group") |
| Prospectus Objective: =YCI("M:TSFRX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |