Nuveen Lifecycle Index 2050 Fund R6 (TLLIX) Research

This portfolio functions as a "fund of funds," primarily directing its investments into other underlying vehicles. It allocates capital chiefly to Class W shares of funds managed by the same Trust, though it retains the flexibility to invest in other investment pools or products. A fundamental policy requires that at least 80% of its total assets (including any borrowed capital for investment purposes) be committed to underlying funds that aim to replicate the performance of specific market indices. Currently, the advisors anticipate channeling approximately 90.50% of the fund's holdings into equity-oriented underlying funds, with the remaining 9.50% directed towards fixed-income underlying funds.

Market snapshot

Symbol
TLLIX
Price
$41.10
Day change
+1.18%
Market cap
$9.0B
52-week range
33.35-41.29
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Partners Fund Institutional Shares (BPTIX)
  • Macquarie Value A (DDVAX)
  • Massachusetts Financial Research Fund A (MFRFX)
  • Oakmark Select Fund Investor Class (OAKLX)
  • T. Rowe Price Small-Cap Stock Fund Advisor Class (PASSX)
  • T. Rowe Price Communications & Technology Fund Investor Class (PRMTX)
  • Nuveen Lifecycle Index 2025 Fund R6 (TLQIX)
  • Nuveen Lifecycle Index 2035 R6 (TLYIX)

Open Nuveen Lifecycle Index 2050 Fund R6 (TLLIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.