Morningstar

Nuveen Lifecycle 2065 Fund R6 Class TSFTX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.33  /  +0.68 %
  • Fund Size $230.7M
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.210%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.34%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis TSFTX

Will TSFTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TSFTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TSFTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TSFTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decent target-date offering.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Adequate resources support a team that implements a reasonable allocation process for the Nuveen Lifecycle target-date series.

by Mahi Roy
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Portfolio Holdings TSFTX

More TSFTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Large Cap Value W

10.33 23M
—

Nuveen International Opps W

9.38 21M
—

Nuveen Dividend Value R6

9.13 21M
—

Nuveen Dividend Growth R6

9.05 21M
—

Nuveen Large Cap Growth W

9.01 20M
—

Nuveen Growth Opportunities ETF

8.96 20M
—

Nuveen Core Equity W

8.64 20M
—

Nuveen International Eq W

8.32 19M
—

Nuveen Emerging Markets Eq W

6.95 16M
—

Nuveen International Value I

5.21 12M
—

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