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Nuveen Lifecycle 2040 Fund Retirement Class

Nuveen Lifecycle 2040 Fund Retirement Class

TCLOX · NMFQS
TCLOX · NMFQS
17.14
USD0.060.35%
Nuveen Lifecycle 2040 Fund Retirement Class
TCLOX
17.14
USD0.060.35%

Sector weight

Sector
Equity %
Category Average
Technology
24.77%
23.65%
Financial Services
16.36%
16.83%
Consumer Cyclical
12.06%
10.74%
Healthcare
11.79%
10.64%
Industrials
10.45%
11.03%
Communication Services
7.39%
7.77%
Consumer Defensive
4.90%
5.42%
Energy
3.79%
3.95%
Basic Materials
3.57%
3.55%
Utilities
2.64%
2.82%
Government
2.64%
34.30%
Municipal
2.64%
0.22%
Corporate
2.64%
23.64%
Securitized
2.64%
24.67%
Cash and Equivalents
2.64%
14.38%
Derivative
2.64%
2.79%
Real Estate
2.29%
3.60%

World Regions

Region
Equity %
Category Average
North America
68.49%
69.70%
Europe Developed
10.51%
11.66%
Japan
5.43%
4.62%
Asia Emerging
5.20%
4.13%
Asia Developed
3.36%
3.23%
United Kingdom
3.17%
3.77%
Australasia
1.55%
1.14%
Africa/Middle East
1.25%
0.76%
Latin America
0.79%
0.84%
Europe Emerging
0.25%
0.15%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
127.44K USD
116.7K USD
79.27K USD
Giant
34.89%
30.33%
28.73%
Large
23.22%
20.92%
21.58%
Medium
11.77%
12.79%
17.89%
Small
3.73%
4.06%
6.54%
Micro
1.14%
1.09%
1.49%

Valuation and Growth

Growth Rates
TCLOX.US
Category Average
Price/Prospective Earnings
17.49%
17.55%
Price/Cash Flow
10.84%
11.26%
Price/Book
2.71%
2.69%
Dividend Yield
1.94%
2.06%
Price/Sales
1.89%
2.01%
Valuation Rates
TCLOX.US
Category Average
Long-Term Earnings
11.10%
10.25%
Cash-Flow Growth
8.85%
20.54%
Historical Earnings
8.57%
4.67%
Sales Growth
7.68%
6.45%
Book-Value Growth
7.19%
2.85%

FAQs

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