Nuveen Lifecycle Index 2020 Fund R6 Class TLWIX Strategy
Strategy
The investment seeks high total return over time through a combination of capital appreciation and income. The fund is a "fund of funds" that invests in Class W shares of other Nuveen mutual funds and potentially in other investment pools or investment products. It has a policy of investing at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
TLWPX
| Nuveen Lifecycle Index 2020 Fund Premier Class | No Load | Open | $78.94M | 0.250% | Low | $0 | −$2.96M | |||
TLWHX
| Nuveen Lifecycle Index 2020 Fund I Class | Institutional | Open | $11.57M | 0.180% | Low | $100,000 | −$373,122.40 | |||
TLWRX
| Nuveen Lifecycle Index 2020 Fund Retirement Class | Retirement, Large | Open | $141.26M | 0.350% | Average | $0 | −$32.61M | |||
TLWIX
| Nuveen Lifecycle Index 2020 Fund R6 Class | Retirement, Large | Open | $2.51B | 0.100% | Low | $1M | −$429.91M |