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Nuveen Lifestyle Conservative Fund
mutual fund
TSCTX
Payout Change
Pending
Price as of:
$12.74
+0.04
+0.31%
primary theme
U.S. Conservative/Balanced Allocation
share class
TSCTX (Mutual Fund)
Nuveen Lifestyle Conservative Fund
Payout Change
Pending
Price as of:
$12.74
+0.04
+0.31%
primary theme
U.S. Conservative/Balanced Allocation
share class
TSCTX (Mutual Fund)
Nuveen Lifestyle Conservative Fund
Payout Change
Pending
Price as of:
$12.74
+0.04
+0.31%
primary theme
U.S. Conservative/Balanced Allocation
share class
Name
As of 12/24/2024Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
8.7%
1 yr return
8.9%
3 Yr Avg Return
1.9%
5 Yr Avg Return
4.6%
Net Assets
$317 M
Holdings in Top 10
90.0%
52 WEEK LOW AND HIGH
$12.7
N/A
N/A
Expenses
OPERATING FEES
Expense Ratio 0.82%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 35.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 12/24/2024Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
TSCTX - Profile
Distributions
- YTD Total Return 8.7%
- 3 Yr Annualized Total Return 1.9%
- 5 Yr Annualized Total Return 4.6%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 1.39%
- Dividend Yield 4.8%
- Dividend Distribution Frequency Quarterly
Fund Details
-
Legal NameNuveen Lifestyle Conservative Fund
-
Fund Family NameNuveen Funds
-
Inception DateDec 09, 2011
-
Shares OutstandingN/A
-
Share ClassR
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerHans Erickson
Fund Description
p style="-sec-ix-redline:true;font-size:9.5pt; font-family:Sans-Serif; text-align:left; text-indent:12.25pt; font-weight:normal; text-decoration:none;"The Fund is a “fund of funds” that invests in Class R6 shares of other Nuveen mutual funds and in other investment pools or investment products, including other funds or exchange-traded funds (“ETFs”) advised by the Fund’s investment adviser, Teachers Advisors, LLC (“Advisors”), or its affiliates (collectively, the “Underlying Funds”). The Fund is designed for investors seeking long-term total return, consisting of current income and capital appreciation, through a relatively stable asset allocation strategy targeting a conservative risk-return profile. Advisors generally seeks to meet the Fund’s investment objective by investing: (1) approximately 40% of the Fund’s assets in equity Underlying Funds and (2) approximately 60% of the Fund’s assets in fixed-income Underlying Funds. The Fund may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook./pp style="font-size:9.5pt; font-family:Sans-Serif; text-align:left; text-indent:12.25pt; font-weight:normal; text-decoration:none;"The Underlying Funds’ allocation targets generally represent targets for investments in equity and fixed-income asset classes. Within the equity and fixed-income asset classes, Advisors allocates the Fund’s investments to particular market sectors (which may include U.S. equity, international equity, fixed-income and short-term fixed-income) represented by various Underlying Funds. To maintain an appropriate allocation among the Underlying Funds, the portfolio managers monitor the domestic and foreign equity markets, as well as overall financial and economic conditions. The Fund may sometimes be more heavily weighted toward equities or fixed-income than the target allocations, if the portfolio managers believe market conditions warrant. For example, the Fund may /pp style="font-size:9.5pt; font-family:Sans-Serif; text-align:left; font-weight:normal; text-decoration:none;"increase its holdings in fixed-income Underlying Funds in periods when the portfolio managers believe the equity markets will decline. The market sector allocations and Underlying Fund allocations may also be changed over time by the portfolio managers, including the addition and removal of market sectors and Underlying Funds in which the Fund invests in light of the Fund’s desired level of risk and potential return at a particular time as evaluated by the portfolio managers based on a mix of qualitative and quantitative factors. The portfolio managers may also opportunistically purchase other Funds or other investment pools or investment products, based on the portfolio managers’ evaluation of the market sectors and/or Underlying Funds, without prior notice to shareholders. If 10% or more of the Fund’s assets are expected to be invested in any Underlying Fund, market sector or asset class not listed in the chart below, shareholders will receive prior notice of such change. /pp style="font-size:9.5pt; font-family:Sans-Serif; text-align:left; text-indent:12.25pt; font-weight:normal; text-decoration:none;"As a result of its investments in the Underlying Funds, the Fund’s returns will reflect investments in a mix of domestic and foreign equities of companies of various sizes and market capitalizations and a variety of domestic and foreign fixed-income instruments of private and governmental issuers of varying maturities and credit qualities. /pp style="font-size:9.5pt; font-family:Sans-Serif; text-align:left; text-indent:12.25pt; font-weight:normal; text-decoration:none;"As part of the Fund’s ability to invest in other investment pools or investment products noted above, the Fund may invest in ETFs and exchange-traded notes (“ETNs”) to gain exposure to various market sectors or securities in order to effect its asset allocation strategy. Additionally, the Fund may use ETFs and ETNs for cash management, hedging or defensive purposes. ETFs and ETNs will be subject to the risks associated with the types of securities or sectors that they track, while ETNs, which are structured as fixed-income obligations, will also be subject to the general risks of fixed-income securities, including credit risk./pp style="-sec-ix-redline:true;font-size:9.5pt; font-family:Sans-Serif; text-align:left; text-indent:12.25pt; font-weight:normal; text-decoration:none;"The Fund’s asset class allocations, market sector allocations within each asset class, and Underlying Fund allocations within each market sector as of June 30, 2024, are listed in the chart below. These allocations may change over time. Underlying Fund allocations in particular may change from year to year. /p table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"tr style="font-size:1pt;"td style="width:12.99%;" /tdtd style="width:9.01%;" /tdtd style="width:.88%;" /tdtd style="width:19.12%;" /tdtd style="width:8.54%;" /tdtd style="width:.88%;" /tdtd style="width:40%;" /tdtd style="width:8.58%;" /td/trtrtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:left; font-weight:bold; text-decoration:none;"Asset Class/p/tdtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:right; font-weight:bold; text-decoration:none;"Allocation/p/tdtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:left; font-weight:bold; text-decoration:none;" /p/tdtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:left; font-weight:bold; text-decoration:none;"Market Sector/p/tdtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:right; font-weight:bold; text-decoration:none;"Allocation/p/tdtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:left; font-weight:bold; text-decoration:none;" /p/tdtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:left; font-weight:bold; text-decoration:none;"Underlying Funds/p/tdtd style="vertical-align:bottom; border-bottom:1pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:7.5pt; font-family:Sans-Serif; text-align:right; font-weight:bold; text-decoration:none;"Allocation/p/td/trtrtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:left; text-indent:-9.35pt; font-weight:bold; margin-left:9.35pt; text-decoration:none;"Equity/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"40.13%/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;"p style="font-size:8.5pt; font-family:Serif; font-style:normal; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; text-decoration:none;" /p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:left; font-weight:normal; text-decoration:none;"U.S. Equity/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"26.25%/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;"p style="font-size:8.5pt; font-family:Serif; font-style:normal; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; text-decoration:none;" /p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Growth Opportunities ETF/span/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"4.69%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Large Cap Growth/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"4.58%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Dividend Growth/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"3.87%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Core Equity/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"3.86%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Large Cap Value/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"3.72%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Dividend Value/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"3.71%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Quant Small/Mid Cap Equity/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"0.99%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Quant Small Cap Equity/span/p/tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"0.83%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:left; font-weight:normal; text-decoration:none;"International Equity/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"13.88%/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen International Equity/span/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"5.96%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen International Opportunities/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"3.56%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Emerging Markets Equity/span/p/tdtd style="vertical-align:bottom;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"2.42%/span/p/td/trtrtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Quant International Small Cap Equity/span/p/tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"1.94%/span/p/td/trtrtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:left; text-indent:-9.35pt; font-weight:bold; margin-left:9.35pt; text-decoration:none;"Fixed-Income/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"59.87%/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;"p style="font-size:8.5pt; font-family:Serif; font-style:normal; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; text-decoration:none;" /p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:left; font-weight:normal; text-decoration:none;"Fixed-Income/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"39.92%/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;"p style="font-size:8.5pt; font-family:Serif; font-style:normal; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; text-decoration:none;" /p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Core Plus Bond/span/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"29.94%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Core Bond/span/p/tdtd style="vertical-align:bottom; border-bottom:0.25pt; border-bottom-style:solid; border-bottom-color:#000000;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"9.98%/span/p/td/trtrtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; font-size:1pt;" /tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:left; font-weight:normal; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Short-Term/spanbr/span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Fixed-Income/span/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"19.95%/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Serif; text-align:left; text-indent:-5.75pt; font-weight:normal; margin-left:5.75pt; font-style:normal;"span style="font-size:6.0pt; font-family:Wingdings; font-style:normal; font-weight:normal; text-decoration:none;"/spanspan style="word-spacing:3.875pt;" /spanspan style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"Nuveen Short Term Bond/span/p/tdtd style="vertical-align:bottom; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:14.0pt; font-family:Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; font-style:normal;"span style="font-size:8.5pt; font-family:Sans-Serif; font-style:normal; font-weight:normal; text-decoration:none;"19.95%/span/p/td/tr/tabletable cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"tr style="font-size:1pt;"td style="width:12.33%;" /tdtd style="width:10.01%;" /tdtd style="width:.88%;" /tdtd style="width:17.65%;" /tdtd style="width:10.01%;" /tdtd style="width:.88%;" /tdtd style="width:38.23%;" /tdtd style="width:10.01%;" /td/trtrtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:left; text-indent:-9.35pt; font-weight:bold; margin-left:9.35pt; text-decoration:none;"Total/p/tdtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; font-weight:normal; text-decoration:none;"100.00%/p/tdtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"100.00%/p/tdtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; font-size:1pt;" /tdtd style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000;"p style="font-size:8.5pt; font-family:Sans-Serif; text-align:right; text-indent:-9.35pt; font-weight:normal; margin-left:9.35pt; text-decoration:none;"100.00%/p/td/tr/table
Read More
TSCTX - Performance
Return Ranking - Trailing
| Period | TSCTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.7% | -5.0% | 19.1% | 27.48% |
| 1 Yr | 8.9% | -4.8% | 19.4% | 26.98% |
| 3 Yr | 1.9%* | -8.9% | 5.0% | 22.61% |
| 5 Yr | 4.6%* | -6.1% | 7.9% | 28.69% |
| 10 Yr | 4.7%* | -0.7% | 7.5% | 29.64% |
* Annualized
Return Ranking - Calendar
| Period | TSCTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2023 | 9.3% | -1.0% | 27.4% | 5.46% |
| 2022 | -18.7% | -35.0% | -7.4% | 75.63% |
| 2021 | -0.9% | -11.5% | 14.6% | 86.08% |
| 2020 | 6.9% | -10.3% | 40.7% | 22.40% |
| 2019 | 11.5% | -9.5% | 22.1% | 27.81% |
Total Return Ranking - Trailing
| Period | TSCTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.7% | -5.0% | 19.1% | 27.48% |
| 1 Yr | 8.9% | -4.8% | 19.4% | 26.98% |
| 3 Yr | 1.9%* | -8.9% | 5.0% | 22.61% |
| 5 Yr | 4.6%* | -6.1% | 7.9% | 28.69% |
| 10 Yr | 4.7%* | -0.7% | 7.5% | 29.64% |
* Annualized
Total Return Ranking - Calendar
| Period | TSCTX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2023 | 12.4% | 2.6% | 28.2% | 7.69% |
| 2022 | -13.8% | -35.0% | -3.1% | 64.07% |
| 2021 | 6.2% | -11.5% | 32.0% | 78.87% |
| 2020 | 11.9% | -5.4% | 40.7% | 16.39% |
| 2019 | 13.2% | 4.5% | 27.7% | 78.09% |
NAV & Total Return History
TSCTX - Holdings
Concentration Analysis
| TSCTX | Category Low | Category High | TSCTX % Rank | |
|---|---|---|---|---|
| Net Assets | 317 M | 305 K | 50.8 B | 68.32% |
| Number of Holdings | 15 | 2 | 4065 | 76.24% |
| Net Assets in Top 10 | 286 M | 309 K | 10.3 B | 52.23% |
| Weighting of Top 10 | 90.01% | 8.4% | 111.4% | 31.68% |
Top 10 Holdings
- Nuveen Core Plus Bond Fund, Class R6 29.89%
- Nuveen Short Term Bond Fund, Class R6 19.75%
- Nuveen Core Bond Fund, Class R6 9.96%
- Nuveen International Equity Fund, Class R6 6.12%
- Nuveen Growth Opportunities ETF 4.33%
- Nuveen Large Cap Growth Fund, Class R6 4.28%
- Nuveen Dividend Value Fund, Class R6 3.99%
- Nuveen Large Cap Value Fund, Class R6 3.99%
- Nuveen Dividend Growth Fund, Class R6 3.85%
- Nuveen Core Equity Fund, Class R6 3.84%
Asset Allocation
| Weighting | Return Low | Return High | TSCTX % Rank | |
|---|---|---|---|---|
| Stocks | 99.83% | 0.00% | 100.11% | 12.87% |
| Convertible Bonds | 1.21% | 0.00% | 71.77% | 32.75% |
| Cash | 0.17% | -35.68% | 23.34% | 82.18% |
| Preferred Stocks | 0.00% | 0.00% | 21.95% | 54.95% |
| Other | 0.00% | -0.88% | 61.47% | 55.69% |
| Bonds | 0.00% | 0.00% | 79.72% | 66.58% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | TSCTX % Rank | |
|---|---|---|---|---|
| Technology | 20.48% | 0.22% | 27.92% | 22.17% |
| Financial Services | 14.61% | 0.00% | 83.50% | 53.40% |
| Healthcare | 13.88% | 0.00% | 24.25% | 29.72% |
| Consumer Cyclical | 11.98% | 0.00% | 14.20% | 6.55% |
| Industrials | 11.42% | 0.14% | 17.90% | 27.96% |
| Consumer Defense | 7.24% | 0.00% | 18.62% | 45.84% |
| Communication Services | 5.69% | 0.00% | 11.11% | 67.25% |
| Energy | 5.50% | 0.00% | 62.93% | 41.06% |
| Basic Materials | 4.79% | 0.00% | 32.82% | 24.43% |
| Utilities | 2.22% | 0.00% | 48.33% | 88.66% |
| Real Estate | 2.18% | 0.00% | 43.16% | 89.42% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | TSCTX % Rank | |
|---|---|---|---|---|
| US | 99.83% | 0.00% | 100.11% | 12.87% |
| Non US | 0.00% | 0.00% | 21.55% | 59.16% |
TSCTX - Expenses
Operational Fees
| TSCTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.82% | 0.06% | 21.26% | 57.92% |
| Management Fee | 0.10% | 0.00% | 1.25% | 36.72% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.70% | 91.75% |
Sales Fees
| TSCTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
| TSCTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| TSCTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 35.00% | 2.00% | 380.00% | 57.18% |
TSCTX - Distributions
Dividend Yield Analysis
| TSCTX | Category Low | Category High | TSCTX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 4.78% | 0.00% | 7.99% | 55.69% |
Dividend Distribution Analysis
| TSCTX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annual | Monthly | Quarterly |
Net Income Ratio Analysis
| TSCTX | Category Low | Category High | TSCTX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.39% | -1.22% | 6.83% | 68.34% |
Capital Gain Distribution Analysis
| TSCTX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Semi-Monthly | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 13, 2024 | $0.152 | OrdinaryDividend |
| Sep 20, 2024 | $0.080 | OrdinaryDividend |
| Mar 22, 2024 | $0.073 | OrdinaryDividend |
| Dec 15, 2023 | $0.140 | OrdinaryDividend |
| Sep 22, 2023 | $0.067 | OrdinaryDividend |
| Jun 16, 2023 | $0.062 | OrdinaryDividend |
| Mar 17, 2023 | $0.059 | OrdinaryDividend |
| Dec 16, 2022 | $0.543 | OrdinaryDividend |
| Sep 23, 2022 | $0.052 | OrdinaryDividend |
| Jun 17, 2022 | $0.044 | OrdinaryDividend |
| Mar 18, 2022 | $0.025 | OrdinaryDividend |
| Dec 17, 2021 | $0.859 | OrdinaryDividend |
| Sep 17, 2021 | $0.041 | OrdinaryDividend |
| Jun 18, 2021 | $0.028 | OrdinaryDividend |
| Mar 19, 2021 | $0.035 | OrdinaryDividend |
| Dec 18, 2020 | $0.499 | OrdinaryDividend |
| Sep 18, 2020 | $0.036 | OrdinaryDividend |
| Jun 19, 2020 | $0.040 | OrdinaryDividend |
| Mar 20, 2020 | $0.047 | OrdinaryDividend |
| Dec 13, 2019 | $0.058 | OrdinaryDividend |
| Sep 20, 2019 | $0.043 | OrdinaryDividend |
| Jun 12, 2019 | $0.049 | OrdinaryDividend |
| Mar 22, 2019 | $0.049 | OrdinaryDividend |
| Dec 14, 2018 | $0.157 | OrdinaryDividend |
| Dec 14, 2018 | $0.182 | CapitalGainLongTerm |
| Sep 21, 2018 | $0.045 | OrdinaryDividend |
| Jun 22, 2018 | $0.046 | OrdinaryDividend |
| Mar 23, 2018 | $0.043 | OrdinaryDividend |
| Dec 15, 2017 | $0.165 | OrdinaryDividend |
| Dec 15, 2017 | $0.004 | CapitalGainShortTerm |
| Dec 15, 2017 | $0.068 | CapitalGainLongTerm |
| Sep 22, 2017 | $0.041 | OrdinaryDividend |
| Jun 23, 2017 | $0.037 | OrdinaryDividend |
| Mar 24, 2017 | $0.051 | OrdinaryDividend |
| Dec 16, 2016 | $0.119 | OrdinaryDividend |
| Dec 16, 2016 | $0.151 | CapitalGainLongTerm |
| Sep 23, 2016 | $0.037 | OrdinaryDividend |
| Jun 24, 2016 | $0.040 | OrdinaryDividend |
| Mar 18, 2016 | $0.039 | OrdinaryDividend |
| Dec 18, 2015 | $0.134 | OrdinaryDividend |
| Dec 18, 2015 | $0.003 | CapitalGainShortTerm |
| Dec 18, 2015 | $0.171 | CapitalGainLongTerm |
| Sep 25, 2015 | $0.035 | OrdinaryDividend |
| Jun 26, 2015 | $0.032 | OrdinaryDividend |
| Mar 27, 2015 | $0.030 | OrdinaryDividend |
| Dec 19, 2014 | $0.190 | OrdinaryDividend |
| Dec 19, 2014 | $0.002 | CapitalGainShortTerm |
| Dec 19, 2014 | $0.109 | CapitalGainLongTerm |
| Sep 26, 2014 | $0.028 | OrdinaryDividend |
| Jun 27, 2014 | $0.030 | OrdinaryDividend |
| Mar 28, 2014 | $0.030 | OrdinaryDividend |
| Dec 20, 2013 | $0.190 | OrdinaryDividend |
| Dec 20, 2013 | $0.001 | CapitalGainShortTerm |
| Dec 20, 2013 | $0.092 | CapitalGainLongTerm |
| Sep 20, 2013 | $0.028 | OrdinaryDividend |
| Jun 21, 2013 | $0.029 | OrdinaryDividend |
| Mar 22, 2013 | $0.027 | OrdinaryDividend |
| Dec 21, 2012 | $0.139 | OrdinaryDividend |
| Dec 21, 2012 | $0.012 | CapitalGainShortTerm |
| Sep 28, 2012 | $0.030 | OrdinaryDividend |
| Jun 29, 2012 | $0.032 | OrdinaryDividend |
| Mar 30, 2012 | $0.033 | OrdinaryDividend |
| Dec 16, 2011 | $0.008 | OrdinaryDividend |
TSCTX - Fund Manager Analysis
Managers
Hans Erickson
Start Date
Tenure
Tenure Rank
Dec 09, 2011
10.48
10.5%
Erickson has been serving for Teachers Advisors Inc. as a managing director since 1996. Prior to that, Erickson joined Templeton Quantitative Advisers in 1990. Erickson was employed by Anderson Consulting from May 1989 through February 1990 and Morgan Stanley from June 1988 through May 1989.
John Cunniff
Start Date
Tenure
Tenure Rank
Dec 09, 2011
10.48
10.5%
John Cunniff is a managing director and Lifecycle portfolio manager for the TIAA organization. Mr. Cunniff currently manages investment strategies for TIAA’s Lifecycle and Managed Allocation portfolios. He joined the TIAA organization in 2006. Mr. Cunniff has 25 years of industry experience. Previously, he served as director of U.S. research at Morgan Stanley Investment Management and as a portfolio manager for both Van Kampen Investments and Franklin Templeton Investments. Mr. Cunniff earned a B.S. from Johns Hopkins University, an M.S.E. from Princeton University, and an M.B.A. from Columbia University. He is a member of the New York Society of Securities Analysts
Steve Sedmak
Start Date
Tenure
Tenure Rank
Sep 30, 2020
1.67
1.7%
Steve Sedmak is a Senior Director on the Multi-Asset Investment Team at TIAA Investments, focusing on Lifecycle and other multi-asset strategies. Steve joined TIAA in 2016 and has 17 years of industry experience. Prior to joining TIAA, he served as Head of Portfolio Implementation for the Multi-Asset Strategies group at Voya Investment Management. He also served as a Portfolio Manager on the Quantitative Equity team at Voya. Prior to joining Voya, Steve had multiple roles in portfolio trading at Stifel Nicolaus, Legg Mason, and CIBC World Markets. Steve earned a B.S. in Business Administration and a B.A. in Mathematics from the University of Southern California, and holds a M.S. in Mathematics of Finance from New York University. Steve holds the CFA designation and is a member of the Chicago Quantitative Alliance.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.09 | 28.73 | 6.38 | 2.41 |
