Nuveen Lifecycle 2060 I (TLXHX)
| Fund Assets | 975.30M |
| Expense Ratio | 0.53% |
| Min. Investment | $1,000,000 |
| Turnover | 17.00% |
| Dividend (ttm) | 0.93 |
| Dividend Yield | 4.97% |
| Dividend Growth | 88.90% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 19, 2025 |
| Previous Close | 18.46 |
| YTD Return | 8.78% |
| 1-Year Return | 18.30% |
| 5-Year Return | 51.54% |
| 52-Week Low | 16.05 |
| 52-Week High | 18.65 |
| Beta (5Y) | 0.98 |
| Holdings | 20 |
| Inception Date | Dec 4, 2015 |
About TLXHX
Nuveen Lifecycle 2060 Fund I is a target date mutual fund designed to help individuals prepare for retirement by offering a professionally managed, diversified investment solution. The fund primarily targets investors aiming to retire around the year 2060, automatically adjusting its asset allocation as that date approaches. It begins with a growth-oriented mix that emphasizes equities and international equity investments, then gradually reallocates toward a more conservative stance focused on fixed income and real estate as the retirement year nears. This dynamic asset allocation process, known as the glidepath, is crafted to maximize risk-adjusted returns throughout the investment horizon. The fund’s portfolio is managed by experienced professionals and leverages a diversified blend of stocks, bonds, and direct real estate, balancing long-term growth potential with risk management. Nuveen Lifecycle 2060 Fund I plays a significant role for individuals and organizations seeking an all-in-one retirement planning vehicle, simplifying investment decisions while adapting to changing risk profiles over time.
Performance
TLXHX had a total return of 18.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.26%.
Top 10 Holdings
84.36% of assets| Name | Symbol | Weight |
|---|---|---|
| Nuveen Large Cap Growth W | TILWX | 10.10% |
| Nuveen Dividend Growth Fund | NSBFX | 9.71% |
| Nuveen International Opps W | TIOVX | 9.54% |
| Nuveen Large Cap Value W | TRLWX | 9.54% |
| Nuveen Growth Opportunities ETF | NUGO | 9.47% |
| Nuveen Dividend Value R6 | FFEFX | 9.07% |
| Nuveen International Eq W | TIEWX | 8.26% |
| Nuveen Core Equity W | TGIWX | 8.08% |
| Nuveen Emerging Markets Eq W | TEMVX | 6.17% |
| Nuveen Quant Intl Small Cap Eq W | TAIWX | 4.42% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 19, 2025 | $0.92562 | Dec 22, 2025 |
| Dec 13, 2024 | $0.490 | Dec 16, 2024 |
| Dec 15, 2023 | $0.21952 | Dec 15, 2023 |
| Dec 16, 2022 | $0.81516 | Dec 16, 2022 |
| Dec 17, 2021 | $1.17594 | Dec 17, 2021 |
| Dec 18, 2020 | $0.63225 | Dec 18, 2020 |