About TCWPX
Nuveen Lifecycle 2020 Fund Premier is a target-date mutual fund designed to support investors planning for retirement around the year 2020. Functioning as a 'fund of funds,' it provides exposure to a broad mix of asset classes by investing primarily in other Nuveen mutual funds and investment vehicles, including equities, fixed income, and real estate assets. The fund structure follows a glidepath strategy, gradually shifting from growth-oriented assets to more conservative investments as the target retirement date approaches, with the aim of balancing market, inflation, and longevity risks over time. Nuveen Lifecycle 2020 Fund Premier seeks to deliver high total return through a combination of capital appreciation and income, adapting its allocation to meet the evolving needs of investors as they move through retirement. The portfolio is diversified across sectors such as information technology, financials, industrials, and healthcare, and is managed by an experienced team with oversight since 2006. The fund emphasizes risk-adjusted outcomes, providing a professionally managed solution for retirement investors seeking convenience and strategic asset allocation as they near or enter retirement.
Fund Family Nuveen
Category Target-Date 2020
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TCWPX
Share Class Premier Class
Index S&P Target Date 2020 TR
TCWPX had a total return of 12.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.18%.
