Nuveen Lifecycle 2050 Fund

Shareclass
Nuveen Lifecycle 2050 R6 (TFTIX)
Type
Open-end mutual fund
Target date
Nuveen Lifecycle Series

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nuveen Lifecycle 2050 Fund

FUND COVERAGE
# of holdings2,410
% of assets76%
Score
55 / 100
Rank

69.9 percentile

Group: Allocation

Rank: #197 out of 652

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Bank of Canada
         % of fund invested: <0.01%
         $USD invested: $3,750
  • 2. GPT Group
         % of fund invested: <0.01%
         $USD invested: $4,803
  • 3. AstraZeneca PLC
         % of fund invested: 0.28%
         $USD invested: $10.35M
  • 4. Viva Energy Group Ltd Ordinary Shares
         % of fund invested: <0.01%
         $USD invested: $969
  • 5. Enagas SA
         % of fund invested: <0.01%
         $USD invested: $2,588
  • 6. National Grid PLC
         % of fund invested: 0.12%
         $USD invested: $4.38M
  • 7. Mirvac Group
         % of fund invested: <0.01%
         $USD invested: $4,180
  • 8. Sanofi SA ADR
         % of fund invested: 0.06%
         $USD invested: $2.41M
  • 9. Procter & Gamble Co
         % of fund invested: 0.15%
         $USD invested: $5.62M
  • 10. Iberdrola SA
         % of fund invested: 0.18%
         $USD invested: $6.52M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: <0.01%
         $USD invested: $330
  • 2. Red Rock Resorts Inc Class A
         % of fund invested: <0.01%
         $USD invested: $117,648
  • 3. TG Therapeutics Inc
         % of fund invested: <0.01%
         $USD invested: $209,412
  • 4. Trump Media & Technology Group Corp
         % of fund invested: <0.01%
         $USD invested: $241
  • 5. EchoStar Corp Class A
         % of fund invested: <0.01%
         $USD invested: $3,911
  • 6. TKO Group Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $1,723
  • 7. Rithm Capital Corp
         % of fund invested: <0.01%
         $USD invested: $912
  • 8. KBC Ancora SA
         % of fund invested: 0.01%
         $USD invested: $485,931
  • 9. Gav-Yam Lands Corp Ltd
         % of fund invested: <0.01%
         $USD invested: $0
  • 10. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $1,218

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Nuveen Lifecycle 2050 Fund

Totals

Holdings
Assets
Weight
Prisons
30
$387.16M
10%
     Prisons high risk
11
$11.22M
0.3%
     Private prisons
4
$1.05M
0.03%
Borders
36
$398.47M
11%
     Borders high risk
20
$53.1M
1.43%
Total
51
$457.82M
12%
Full fund results

Holdings — 51 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$153.66M
4.13%
Prisons
Borders :
$153.66M
4.13%
2.
Amazon.com Inc
Prisons
Borders
$94.74M
2.54%
Prisons
Borders :
$94.74M
2.54%
3.
Alphabet Inc Class C
Prisons
Borders
$43.3M
1.16%
Prisons
Borders :
$43.3M
1.16%
4.
Alphabet Inc Class A
Prisons
Borders
$25.53M
0.69%
Prisons
Borders :
$25.53M
0.69%
5.
Walmart Inc
Prisons
$19.89M
0.53%
Prisons
$19.89M
0.53%
6.
Airbus SE
Borders
$16.52M
0.44%
Borders :
$16.52M
0.44%
7.
RTX Corp
Borders
$13.28M
0.36%
Borders :
$13.28M
0.36%
8.
Costco Wholesale Corp
Prisons
$10.8M
0.29%
Prisons
$10.8M
0.29%
9.
Accenture PLC Class A
Borders
$10.34M
0.28%
Borders :
$10.34M
0.28%
10.
Elevance Health Inc
Prisons
$9.72M
0.26%
Prisons
$9.72M
0.26%
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