Nuveen Lifecycle 2020 Fund R6 Class (TCWIX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
9.62
-0.01 (-0.10%)
May 14, 2025, 4:00 PM EDT
2.01% (1Y)
| Fund Assets | 3.83B |
| Expense Ratio | 0.39% |
| Min. Investment | $2,000,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.48 |
| Dividend Yield | 4.97% |
| Dividend Growth | 43.11% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 13, 2024 |
| Previous Close | 9.63 |
| YTD Return | 1.38% |
| 1-Year Return | 6.10% |
| 5-Year Return | 38.58% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | 0.54 |
| Holdings | 22 |
| Inception Date | Jan 17, 2007 |
About TCWIX
TCWIX was founded on 2007-01-17. The Fund's investment strategy focuses on Flexible Portfolio with 0.35% total expense ratio. The minimum amount to invest in TIAA-CREF Funds: Lifecycle 2020 Fund; Institutional Class Shares is $2,000,000 on a standard taxable account. TIAA-CREF Funds: Lifecycle 2020 Fund; Institutional Class Shares seeks high total return over time through a combination of capital appreciation and income by investing in Underlying Funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2020.
Category Target-Date 2020
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TCWIX
Share Class Class R6
Index S&P Target Date 2020 TR
Performance
TCWIX had a total return of 6.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.03%.
Top 10 Holdings
76.39% of assets| Name | Symbol | Weight |
|---|---|---|
| Nuveen Core Bond Fund Class W | TBBWX | 20.55% |
| Nuveen Core Plus Bond Fund Class W | TCBWX | 12.73% |
| Nuveen Inflation Linked Bond Fund Class W | TIIWX | 7.93% |
| Nuveen Short Term Bond Fund Class W | TCTWX | 7.92% |
| Nuveen International Equity Fund Class W | TIEWX | 6.07% |
| Tiaa Cref Real Property Fnd Lp | n/a | 4.61% |
| Nuveen Growth Opportunities ETF | NUGO | 4.30% |
| Nuveen Large Cap Growth Fund Class W | TILWX | 4.27% |
| Nuveen Large Cap Value Fund Class W | TRLWX | 4.02% |
| Nuveen Dividend Value Fund Class R6 | FFEFX | 3.99% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 13, 2024 | $0.47774 | Dec 16, 2024 |
| Dec 15, 2023 | $0.33382 | Dec 15, 2023 |
| Dec 16, 2022 | $0.65535 | Dec 16, 2022 |
| Dec 17, 2021 | $1.09938 | Dec 17, 2021 |
| Dec 18, 2020 | $0.7251 | Dec 18, 2020 |
| Dec 13, 2019 | $0.47546 | Dec 13, 2019 |