Returns Chart

Nuveen Lifestyle Growth Fund Premier (TSGPX) Total Return
Created with Highcharts 11.1.0Oct '24Jan '25Apr '25Jul '250.00%9.62%

Key Stats

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Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.68% 316.42M -- 15.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-26.45M 9.62% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation with some current income. The Fund invests approximately 80% in equity and 20% in fixed-income Underlying Funds. The Fund might sometimes be more heavily weighted toward equities or fixed-income, if the portfolio managers believe market conditions warrant.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Aggressive
Peer Group Mixed-Asset Target Alloc Growth Funds
Global Macro Mixed Asset HC Aggressive
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Nuveen
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 17
-587.14M Peer Group Low
176.78M Peer Group High
1 Year
% Rank: 31
-26.45M
-11.25B Peer Group Low
1.764B Peer Group High
3 Months
% Rank: 24
-2.344B Peer Group Low
501.18M Peer Group High
3 Years
% Rank: 31
-26.31B Peer Group Low
2.274B Peer Group High
6 Months
% Rank: 28
-4.816B Peer Group Low
974.06M Peer Group High
5 Years
% Rank: 33
-40.17B Peer Group Low
2.274B Peer Group High
YTD
% Rank: 29
-4.816B Peer Group Low
974.06M Peer Group High
10 Years
% Rank: 35
-54.50B Peer Group Low
26.86B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-9.30%
23.99%
17.36%
13.35%
-18.15%
19.30%
12.76%
7.91%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
6.58%
-6.99%
22.43%
13.46%
14.07%
-15.97%
15.35%
15.82%
8.26%
-5.74%
22.04%
16.59%
16.49%
-15.76%
18.92%
14.80%
9.92%
-7.20%
22.25%
10.99%
18.10%
-15.11%
17.78%
12.25%
8.07%
-8.57%
16.10%
11.92%
16.89%
-14.55%
16.41%
11.09%
8.47%
As of July 09, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-8-25) 1.70%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 28.71
Weighted Average Price to Sales Ratio 6.316
Weighted Average Price to Book Ratio 7.783
Weighted Median ROE 36.39%
Weighted Median ROA 11.67%
ROI (TTM) 18.21%
Return on Investment (TTM) 18.21%
Earning Yield 0.0482
LT Debt / Shareholders Equity 1.069
Bond
Yield to Maturity (5-31-25) 5.54%
Average Coupon 4.74%
Calculated Average Quality 3.289
Effective Maturity 16.83
Nominal Maturity 18.56
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 23.01%
EPS Growth (3Y) 15.29%
EPS Growth (5Y) 17.56%
Sales Growth (1Y) 13.06%
Sales Growth (3Y) 12.74%
Sales Growth (5Y) 12.21%
Sales per Share Growth (1Y) 15.65%
Sales per Share Growth (3Y) 13.35%
Operating Cash Flow - Growth Ratge (3Y) 15.49%
As of May 31, 2025

Fund Details

Key Dates
Inception Date 12/9/2011
Last Annual Report Date 5/31/2024
Last Prospectus Date 10/1/2024
Share Classes
TSGGX Retirement
TSGHX Inst
TSGLX A
TSGRX Retirement
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

Created with Highcharts 11.1.0
As of May 31, 2025.
Type % Net
Cash 1.10%
Stock 79.26%
Bond 19.21%
Convertible 0.00%
Preferred 0.33%
Other 0.09%
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Top 10 Holdings

Created with Highcharts 11.1.0

Fees & Availability

Fees
Actual 12B-1 Fee 0.15%
Actual Management Fee 0.00%
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 Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation with some current income. The Fund invests approximately 80% in equity and 20% in fixed-income Underlying Funds. The Fund might sometimes be more heavily weighted toward equities or fixed-income, if the portfolio managers believe market conditions warrant.
General
Security Type Mutual Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Aggressive
Peer Group Mixed-Asset Target Alloc Growth Funds
Global Macro Mixed Asset HC Aggressive
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Nuveen
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-8-25) 1.70%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 28.71
Weighted Average Price to Sales Ratio 6.316
Weighted Average Price to Book Ratio 7.783
Weighted Median ROE 36.39%
Weighted Median ROA 11.67%
ROI (TTM) 18.21%
Return on Investment (TTM) 18.21%
Earning Yield 0.0482
LT Debt / Shareholders Equity 1.069
Bond
Yield to Maturity (5-31-25) 5.54%
Average Coupon 4.74%
Calculated Average Quality 3.289
Effective Maturity 16.83
Nominal Maturity 18.56
As of May 31, 2025

Growth Metrics

EPS Growth (1Y) 23.01%
EPS Growth (3Y) 15.29%
EPS Growth (5Y) 17.56%
Sales Growth (1Y) 13.06%
Sales Growth (3Y) 12.74%
Sales Growth (5Y) 12.21%
Sales per Share Growth (1Y) 15.65%
Sales per Share Growth (3Y) 13.35%
Operating Cash Flow - Growth Ratge (3Y) 15.49%
As of May 31, 2025

Fund Details

Key Dates
Inception Date 12/9/2011
Last Annual Report Date 5/31/2024
Last Prospectus Date 10/1/2024
Share Classes
TSGGX Retirement
TSGHX Inst
TSGLX A
TSGRX Retirement
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:TSGPX", "name")
Broad Asset Class: =YCI("M:TSGPX", "broad_asset_class")
Broad Category: =YCI("M:TSGPX", "broad_category_group")
Prospectus Objective: =YCI("M:TSGPX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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