Nuveen Lifecycle 2040 FundTCZPX
Type
Mutual fund
Peer group
Target-date
Net assets
$6.5B
Expense ratio
0.57%
1-year return
+14.5%
3 years, a year
+14.5%
5 years, a year
+7.0%
Holdings
24
What it aims to do.
The Fund seeks high total return over time through a combination of capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Nuveen Core Bond Fund | 8.12% |
| Nuveen International Opportunities Fund | 7.88% |
| Nuveen Large Cap Value Fund | 7.85% |
| Nuveen Dividend Growth Fund | 7.78% |
| Nuveen Large Cap Growth Fund | 7.74% |
| Nuveen Dividend Value Fund | 7.49% |
| Nuveen Growth Opportunities ETF | 7.29% |
| Nuveen International Equity Fund | 7.14% |
| Nuveen Core Equity Fund | 6.39% |
| Nuveen Core Plus Bond Fund | 6.11% |
More on TCZPX.
- TCZPX overview
- TCZPX holdings
- TCZPX risk
- TCZPX costs
- TCZPX money in and out
- TCZPX share classes
- Compare TCZPX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.