Nuveen Lifecycle Index 2040 FundTLZIX
Type
Mutual fund
Peer group
Target-date
Net assets
$11.3B
Expense ratio
0.10%
1-year return
+17.5%
3 years, a year
+16.4%
5 years, a year
+8.4%
Holdings
9
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 Equity Index Fund | 48.76% |
| Nuveen International Equity Index Fund | 18.27% |
| Nuveen Bond Index Fund | 17.01% |
| Nuveen Emerging Markets Equity Index Fund | 9.52% |
| Nuveen International Aggregate Bond Etf | 4.22% |
| Nuveen High Yield Corporate Bond Etf | 1.61% |
| Nuveen Inflation Linked Bond Fund | 0.23% |
| Nuveen Short Term Bond Index Fund | 0.23% |
| Bank of New York Mellon Corp/The | 0.10% |
More on TLZIX.
- TLZIX overview
- TLZIX holdings
- TLZIX risk
- TLZIX costs
- TLZIX money in and out
- TLZIX share classes
- Compare TLZIX 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.