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Nuveen Lifecycle Index 2040 Fund Retirement: (MF: TLZRX)

(NASDAQ Mutual Funds) As of Jun 26, 2026 06:03 PM ET

$35.91 USD

-0.06 (-0.17%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.58 32
3 months 5.42 27
6 months 10.25 33
1 Year 24.10 30
3 Year 17.87 28
5 Year 8.92 23
10 Year 10.78 20

* 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 May 31, 2026

1 Year 16.85
5 Year 7.58
10 Year 9.79
Since Inception 9.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.53 NA NA NA
2025 -0.10 8.94 6.24 2.53
2024 6.30 1.94 6.24 -1.64
2023 6.40 4.89 -3.58 10.26
2022 -5.95 -13.01 -6.35 8.50
2021 3.66 6.09 -0.95 5.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.5818.5513.2318.65-16.8814.6016.0224.17-8.7620.048.72
% Total Return Rel to Index -0.030.33-11.78-7.591.32-14.08-2.37-7.31-4.37-1.74-3.21
% Total Return Rel to Peer 0.574.043.315.49-3.913.095.336.97-2.276.582.45
% Perf Quintile vs Peer* 2.002.002.002.004.002.002.002.005.002.001.00
% Dividends 0.000.780.600.490.400.450.350.420.000.330.32
% Yield 0.002.252.572.841.731.571.371.850.001.641.84
Capital Gains ($) 0.000.410.050.000.130.290.080.020.000.030.09
Expense Ratio 0.000.350.360.350.350.350.350.330.280.290.31

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