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Nuveen Lifecycle Index Fund Rankings

Now with 10-year performance
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Nuveen Lifecycle Index Funds is one of the top performing series over the 3-, 5- and 10-year time periods*

We compared the Nuveen Lifecycle Index Funds to the top three target date funds in the same category and found ours are among the best performing passive mutual fund series over the 3, 5, and 10 year periods.

Chart reflects rankings for target date funds over the 10/5/3 yr period based on information available from Morningstar for the target–date fund category as of 30 Sep 2024. Nuveen Lifecycle Index funds are compared to the top three providers of passive target date funds, determined by total assets under management.

Is it time to review your options with an objective, unbiased analysis?

Target-date comparison analysis can be a valuable tool in selecting and monitoring funds. However, not all target-date analyzers are created equal. The Department of Labor emphasizes the need for an objective process to evaluate investment options and Nuveen can help:

1. Run a customized target-date analysis from a leading 3rd party industry tool, MPI TDF Radar.

2. Generate an unbranded final report that you can share with your plan sponsor clients

 

Report available to financial professionals only.

Nuveen Lifecycle Funds provide an outcome-oriented approach designed to help build sufficient savings and income through retirement.

 



Effective 01 May 2024, the name of the Series changed from TIAA-CREF Lifecycle Index Funds to Nuveen Lifecycle Index Funds. This change did not impact any of the underlying Funds’ investment strategies or portfolio management

*Comparison of share classes shown would apply for retirement plans with assets in target date funds of less than $100M. Fund selection for comparison considered minimum investment and performance history. Not all competitors have comparable vintages, but only funds offered by Nuveen and the competitors are shown.

Chart reflects rankings for target date funds over the 10/5/3 yr period based on information available from Morningstar for the target–date fund category as of 30 Sep. Nuveen Lifecycle Index funds are compared to the top three providers of passive target date funds, determined by total assets under management.

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