Nuveen Lifecycle Index 2025 Fund R6 (TLQIX) Research

The Nuveen Lifecycle Index 2025 Fund R6 operates as an umbrella fund, primarily allocating its capital to Class W shares of other investment funds within the same Trust structure. It also retains the flexibility to invest in additional collective investment schemes or products. A fundamental policy dictates that at least 80% of its total assets (including any funds borrowed for investment purposes) must be channeled into underlying funds that are strategically managed to mirror the returns of specific market benchmarks. Currently, the advisors anticipate that approximately 53.20% of the fund's holdings will be in equity-oriented underlying funds, with the remaining 46.80% allocated to fixed-income-focused underlying funds.

Market snapshot

Symbol
TLQIX
Price
$24.58
Day change
+0.74%
Market cap
$5.9B
52-week range
22.36-24.64
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Artisan International Fund Inv Shs (ARTIX)
  • American Funds 2065 Target Date Retirement Fund Class F-1 (FAXTX)
  • The Gabelli Equity Trust Inc. (GAB)
  • Hartford Schroders Emerging Markets Equity Fund Class R4 (HHHSX)
  • MFS Growth Allocation Fund - Class A (MAGWX)
  • MFS Moderate Allocation Fund Class C (MMACX)
  • Principal Fds, Inc. Real Estate Securities Fd Inc Cl A (PRRAX)
  • Hartford Schroders Emerging Markets Equity Fund (SEMVX)

Open Nuveen Lifecycle Index 2025 Fund R6 (TLQIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.