Nuveen Lifecycle 2035 I (TCYHX)
| Fund Assets | 4.93B |
| Expense Ratio | 0.52% |
| Min. Investment | $1,000,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 0.48 |
| Dividend Yield | 4.09% |
| Dividend Growth | 77.93% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 13, 2024 |
| Previous Close | 11.72 |
| YTD Return | 9.75% |
| 1-Year Return | 12.24% |
| 5-Year Return | 49.71% |
| 52-Week Low | 9.85 |
| 52-Week High | 11.74 |
| Beta (5Y) | n/a |
| Holdings | 22 |
| Inception Date | Dec 4, 2015 |
About TCYHX
Nuveen Lifecycle 2035 Fund I Class is a target-date mutual fund designed to help investors prepare for retirement approximately around the year 2035. As a "fund of funds," it primarily invests in shares of other Nuveen mutual funds, including both equity and fixed income offerings, dynamically adjusting its asset allocation over time to become more conservative as the target date approaches. This design aims to balance long-term capital appreciation and income generation during an investor’s peak earning years while gradually reducing risk in anticipation of retirement withdrawals. The fund’s portfolio composition typically involves a higher concentration in growth-oriented assets in the early years, with a systematic shift toward bonds and other less volatile instruments as 2035 nears. Nuveen Lifecycle 2035 Fund I Class plays a significant role in retirement planning by providing a diversified, professionally managed investment solution that simplifies the investment process for individuals targeting retirement in or near 2035.
Performance
TCYHX had a total return of 12.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.79%.
Top 10 Holdings
77.74% of assets| Name | Symbol | Weight |
|---|---|---|
| Nuveen Core Bond Fund Class W | TBBWX | 14.62% |
| Nuveen International Eq W | TIEWX | 9.44% |
| Nuveen Core Plus Bond W | TCBWX | 9.06% |
| Nuveen Large Cap Growth W | TILWX | 7.05% |
| Nuveen Growth Opportunities ETF | NUGO | 7.04% |
| Nuveen Dividend Value R6 | FFEFX | 6.24% |
| Nuveen Large Cap Value W | TRLWX | 6.23% |
| Nuveen Core Equity Fund Class W | TGIWX | 6.19% |
| Nuveen Dividend Growth Fund | NSBFX | 6.15% |
| Nuveen International Opportunities Fund Class W | TIOVX | 5.72% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 13, 2024 | $0.47926 | Dec 16, 2024 |
| Dec 15, 2023 | $0.26936 | Dec 15, 2023 |
| Dec 16, 2022 | $0.79662 | Dec 16, 2022 |
| Dec 17, 2021 | $1.34967 | Dec 17, 2021 |
| Dec 18, 2020 | $0.85351 | Dec 18, 2020 |
| Dec 13, 2019 | $0.58646 | Dec 13, 2019 |