TSMTX Mutual Fund

TSMTX Mutual Fund (Nuveen Lifestyle Moderate Fund Retirement Class) is managed by Nuveen with $93.6M in net assets. TSMTX expense ratio is 0.81%, holding 16 positions across various sectors. Inception date: 2011-12-09.

TSMTX performance shows a YTD return of 6.29%. The 1-year return is 11.70% and the 5-year return is 5.31%. TSMTX dividend yield stands at 6.07%, paid quarterly.

TSMTX top holdings include Tiaa-Cref Core Plus Bond Fund Institutional Class (39.8%), Tiaa-cref Large-cap Value Fund (6.8%), Nuveen Dividend Value Fund (6.5%), Nuveen Santa Barbara Dividend Growth Fund R6 (6.4%), Tiaa-cref International Opportunities Fund (6.2%). Go to all TSMTX holdings, TSMTX sectors, or TSMTX dividends.

TSMTX can be compared against other funds. Use TSMTX overlap to find shared positions, or TSMTX vs another fund for a side-by-side view. TSMTX alternatives are available via the screener, along with tax-loss harvesting opportunities.