Nuveen Lifecycle 2035 Premier (TCYPX)
| Fund Assets | 4.93B |
| Expense Ratio | 0.57% |
| Min. Investment | $1,000,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 0.47 |
| Dividend Yield | 4.05% |
| Dividend Growth | 80.71% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 13, 2024 |
| Previous Close | 11.69 |
| YTD Return | 9.57% |
| 1-Year Return | 12.10% |
| 5-Year Return | 49.28% |
| 52-Week Low | 9.83 |
| 52-Week High | 11.70 |
| Beta (5Y) | n/a |
| Holdings | 22 |
| Inception Date | Sep 30, 2009 |
About TCYPX
Nuveen Lifecycle 2035 Fund Premier Class is a target-date mutual fund designed to help investors prepare for retirement with a projected target date around the year 2035. The fund employs a diversified asset allocation strategy that gradually shifts from a growth-oriented portfolio to a more conservative mix as the target retirement year approaches. It invests across multiple asset classes, including equities, fixed income, and real estate, adapting its allocation over time to maximize risk-adjusted outcomes and manage volatility as investors near retirement. This professional management approach provides convenience for individuals seeking a streamlined, long-term investment solution tailored to retirement needs. The fund serves a broad base of investors, impacting sectors such as U.S. and international equities, fixed income markets, and real assets, with an emphasis on maintaining disciplined diversification and asset rebalancing to help manage risk throughout the investment horizon.
Performance
TCYPX had a total return of 12.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.54%.
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 Opps W | TIOVX | 5.72% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 13, 2024 | $0.47316 | Dec 16, 2024 |
| Dec 15, 2023 | $0.26183 | Dec 15, 2023 |
| Dec 16, 2022 | $0.78919 | Dec 16, 2022 |
| Dec 17, 2021 | $1.33901 | Dec 17, 2021 |
| Dec 18, 2020 | $0.84459 | Dec 18, 2020 |
| Dec 13, 2019 | $0.56882 | Dec 13, 2019 |