Nuveen Lifecycle Index 2040 R6 (TLZIX) Research
This investment vehicle functions as a "fund of funds," primarily channeling its capital into Class W shares of other funds managed by the Trust, with the flexibility to incorporate various other investment pools or products. A core directive mandates that at least 80% of its total capital—encompassing both net assets and any funds acquired through borrowing for investment purposes—must be deployed into underlying funds engineered to mirror the performance of specific market benchmarks. The advisors currently project that approximately 81.20% of the fund's holdings will be allocated to underlying equity investments, with the remaining 18.80% directed towards underlying fixed-income investments.
Market snapshot
- Symbol
- TLZIX
- Price
- $36.85
- Day change
- +1.04%
- Market cap
- $11.8B
- 52-week range
- 30.91-36.99
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Balanced Fund (CBALX)
- Columbia Balanced Fund Institutional 3 Class (CBDYX)
- Columbia Balanced Fund Institutional 2 Class (CLREX)
- MFS International Growth I (MQGIX)
- MFS Mid Cap Value Fund Class R6 (MVCKX)
- T. Rowe Price Retirement 2055 Fund Advisor Class (PAROX)
- Nuveen Lifecycle Index 2050 Fund R6 (TLLIX)
- Nuveen Lifecycle Index 2025 Fund R6 (TLQIX)
Open Nuveen Lifecycle Index 2040 R6 (TLZIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.