Nuveen Lifecycle Index 2040 Fund R6: (MF: TLZIX)
(NASDAQ Mutual Funds) As of Dec 12, 2025 06:42 PM ET
$34.61 USD
-0.27 (-0.77%)
Fund Description
The fund is a "fund of funds" that primarily invests in Class W shares of other Nuveen mutual funds and various investment products, including exchange-traded funds (ETFs) managed by Teachers Advisors, LLC or its affiliates. It targets investors planning for retirement around the year 2040, adjusting its investment strategy over time from more aggressive to conservative as the target retirement year approaches. The fund aims to allocate approximately 75.60% to equity and 24.40% to fixed-income Underlying Funds, with a glidepath leading to a final target allocation of roughly 20% equity and 80% fixed-income by 2070. Investment decisions are subject to change, with potential adjustments to asset and market sector allocations as deemed necessary by the management team.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 R6 | TLZIX | NA | NA | 0.00 | 0.00 | 0.15 | 0.10 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2040 Inst | TLZIX | 34.61 | 9/30/2009 | 1.94 | 15.06 | 15.31 | 9.68 |
| TIAA-CREF Lifecycle Index 2040 Prem | TLPRX | 34.56 | 10/1/2009 | 1.83 | 14.87 | 15.13 | 9.51 |
| TIAA-CREF Lifecycle Index 2040 Rtmt | TLZRX | 34.40 | 9/30/2009 | 1.75 | 14.74 | 15.02 | 9.41 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 R6 | TLZIX | 1000000 | 0 | 1000000 | A |
Contact Information
| Family | Nuveen |
| Address | 333 West Wacker Drive Chicago, IL 60606 |
| Phone | 800 257-8787 |