Nuveen Lifecycle Index 2070 Retirement (TRETX)
| Fund Assets | 5.11M |
| Expense Ratio | 0.35% |
| Min. Investment | $1,000,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.22 |
| Dividend Yield | 1.98% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 19, 2025 |
| Previous Close | 11.15 |
| YTD Return | n/a |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 9.62 |
| 52-Week High | 11.34 |
| Beta (5Y) | n/a |
| Holdings | 5 |
| Inception Date | n/a |
About TRETX
The Nuveen Lifecycle Index 2070 Retirement Fund is a target date mutual fund designed to help investors plan for retirement expected around the year 2070. This fund operates as a diversified "fund of funds," primarily investing in a mix of equity and fixed-income index funds. Its asset allocation begins with a more aggressive stance—weighted towards equities in earlier years—and gradually shifts to a more conservative profile as the target retirement date approaches. This glidepath strategy is intended to balance growth opportunities in the early phases with increasing risk management closer to and through retirement. A hallmark of the Nuveen Lifecycle Index 2070 Retirement Fund is its automated, professionally managed approach that simplifies retirement investing for individuals who prefer a hands-off solution. The underlying portfolio aims to maximize risk-adjusted outcomes over the long term by leveraging broad diversification across domestic and international markets and multiple asset classes. The fund is specifically structured to meet the changing risk tolerance of investors as they age, overseeing transitions in asset allocation in line with participants' anticipated retirement needs. Nuveen's extensive history in asset allocation and competitive fee structure supports the fund's role as a core component for long-term retirement savings and income planning.
Top Holdings
97.97% of assets| Name | Symbol | Weight |
|---|---|---|
| Nuveen Equity Index Fund, Class W | n/a | 59.26% |
| Nuveen International Equity Index Fund, Class W | n/a | 22.14% |
| Nuveen Emerging Markets Equity Index Fund, Class W | n/a | 11.52% |
| Nuveen Bond Index Fund, Class W | n/a | 4.07% |
| NuShares ETF Trust Nuveen International Aggregate Bond ETF | NXUS | 0.98% |