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Nuveen Lifecycle Index 2040 Fund R6: (MF: TLZIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:04 PM ET

$33.27 USD

-0.02 (-0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.99 43
3 months 4.64 44
6 months 9.88 33
1 Year 20.06 29
3 Year 17.22 23
5 Year 9.48 23
10 Year 11.34 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 18.83
5 Year 8.96
10 Year 10.28
Since Inception 10.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.03 8.98 6.33 2.57
2024 6.32 2.02 6.31 -1.58
2023 6.48 4.96 -3.55 10.37
2022 -5.87 -12.97 -6.29 8.56
2021 3.71 6.19 -0.90 5.25

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.9918.8313.4918.98-16.6614.8716.2824.49-8.7520.348.99
% Total Return Rel to Index 1.050.61-11.52-7.261.54-13.80-2.11-6.99-4.35-1.44-2.94
% Total Return Rel to Peer 0.254.323.585.82-3.693.375.597.29-2.256.882.72
% Perf Quintile vs Peer* 2.002.000.002.004.002.002.002.005.001.001.00
% Dividends 0.000.870.670.550.460.520.410.470.000.380.35
% Yield 0.002.472.213.121.971.791.572.060.001.842.00
Capital Gains ($) 0.000.410.050.000.130.290.080.020.000.030.09
Expense Ratio 0.000.100.110.100.100.100.100.080.030.040.06

* 1 = Top 20%, 5 = Bottom 20%