TSGPX

Index

Nuveen Lifestyle Growth Fund

Category: Other (5,046 funds)

Expense Ratio

0.92%

Annual Cost per $10K

$92.00

30-Year Fee Drag per $10K

$17,373

at 7% annual return

Fund Type

Mutual Fund

Index

Trailing 12-Month

+9.86%

Asset Allocation

US Equity

52%

Intl Equity

28%

US Bond

16%

Intl Bond

Cash

Fee Comparison

TSGPX

0.92%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

7% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+47.61%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

TSGPX at 0.92%$293,748

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$86,864

Cost vs index fund−$83,676

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

Ticker	Name	ER	1yr	3yr	5yr
TSGPX	Nuveen Lifestyle Growth Fund	0.92%	+9.86%	+13.86%	+8.65%
VFORX	VANGUARD TARGET RETIREMENT 2040 FUND	0.08%	+12.93%	+14.17%	+9.46%
VTIVX	VANGUARD TARGET RETIREMENT 2045 FUND	0.08%	+13.86%	+15.23%	+10.40%
TCLOX	Nuveen Lifecycle 2040 Fund	0.50%	+9.79%	+13.36%	+8.78%
FAVOX	Fidelity Freedom Index 2040 Fund	0.12%	+13.16%	—	—
TLMPX	Nuveen Lifecycle Index 2045 Fund	0.35%	+12.74%	+15.20%	+10.35%
TLPRX	Nuveen Lifecycle Index 2040 Fund	0.25%	+11.83%	+14.26%	+9.44%
VASGX	VANGUARD LIFESTRATEGY GROWTH FUND	0.14%	+13.50%	+14.55%	+9.57%
VTTHX	VANGUARD TARGET RETIREMENT 2035 FUND	0.08%	+11.98%	+13.09%	+8.51%
PTDAX	Principal LifeTime 2040 Fund	0.76%	+10.42%	+12.85%	+8.55%
PCGJX	SAM Conservative Growth Portfolio	0.94%	+11.36%	+14.08%	+9.81%
VFIFX	VANGUARD TARGET RETIREMENT 2050 FUND	0.08%	+14.81%	+16.04%	+10.89%
IDXKX	VOYA INDEX SOLUTION 2040 PORTFOLIO	0.74%	+12.10%	+13.83%	+10.38%
VFFVX	VANGUARD TARGET RETIREMENT 2055 FUND	0.08%	+14.81%	+16.02%	+10.88%
LTRDX	Principal LifeTime 2045 Fund	0.86%	+11.36%	+13.99%	+9.45%
FFFFX	Fidelity Freedom 2040 Fund	0.63%	+13.62%	+15.66%	+10.86%
TSGGX	Nuveen Lifestyle Growth Fund	0.92%	+10.10%	+14.02%	+8.79%
FAVPX	Fidelity Freedom Index 2045 Fund	0.05%	+14.25%	—	—
VTTSX	VANGUARD TARGET RETIREMENT 2060 FUND	0.08%	+14.78%	+16.03%	+10.88%
SWERX	Schwab Target 2040 Fund	0.49%	+11.66%	+14.17%	+9.11%
FAVQX	Fidelity Freedom Index 2050 Fund	0.04%	+14.19%	—	—
QCSTFX	College Retirement Equities Fund - Stock Account	—	+13.93%	+18.11%	—
FAVRX	Fidelity Freedom Index 2055 Fund	0.08%	+14.25%	—	—
TLLIX	Nuveen Lifecycle Index 2050 Fund	0.18%	+13.36%	+15.81%	+10.82%
TAALX	Transamerica Asset Allocation - Moderate Growth Portfolio	1.00%	+12.74%	+13.66%	—
MAGEX	MFS Growth Allocation Fund	1.19%	+9.74%	+11.71%	+8.24%
FFPCX	Fidelity Freedom 2035 Fund	0.59%	—	—	—
TTFIX	Nuveen Lifecycle 2045 Fund	0.68%	+10.73%	+14.58%	+9.87%
FWCGX	Capital World Growth & Income Fund	0.47%	+15.91%	+18.35%	+12.38%
MAMAX	MFS Moderate Allocation Fund	0.56%	+8.47%	+9.69%	+6.27%
FAVUX	Fidelity Freedom Index 2060 Fund	0.08%	+14.22%	—	—
RBAIX	T. Rowe Price Balanced Fund, Inc.	0.47%	+10.29%	+13.13%	+8.19%
TTIIX	Nuveen Lifecycle Index 2055 Fund	0.25%	+13.51%	+16.01%	+10.99%
VTHRX	VANGUARD TARGET RETIREMENT 2030 FUND	0.08%	+11.03%	+12.02%	+7.56%
FMQRX	Franklin Mutual Quest Fund	0.72%	+10.08%	+11.48%	+9.43%
TCIIX	Nuveen Lifecycle 2035 Fund	0.56%	+9.14%	+12.18%	+7.95%
VLXVX	VANGUARD TARGET RETIREMENT 2065 FUND	0.08%	+14.77%	+16.03%	+10.90%
PAEBX	Putnam Dynamic Asset Allocation Growth Fund	0.68%	+32.47%	+6.87%	+10.02%
FFNOX	Fidelity Multi-Asset Index Fund	0.11%	+13.40%	+14.96%	+10.03%
YACKX	AMG Yacktman Fund$1M min	0.62%	+5.43%	+11.46%	+11.95%
SWYGX	Schwab Target 2040 Index Fund	0.08%	+12.12%	+14.18%	+9.66%
ISEAX	VOYA INDEX SOLUTION 2035 PORTFOLIO	0.62%	+10.75%	+12.31%	+8.93%
PDARX	Diversified Real Asset Fund	1.23%	+6.65%	+4.23%	+7.01%
PHJEX	Principal LifeTime Hybrid 2040 Fund	0.36%	+11.11%	+13.57%	+9.32%
FFFGX	Fidelity Freedom 2045 Fund	0.65%	+14.67%	+16.47%	+11.32%
FFFHX	Fidelity Freedom 2050 Fund	0.65%	+14.67%	+16.48%	+11.31%
PFLJX	Principal LifeTime 2050 Fund	0.88%	+12.16%	+14.88%	+10.07%
FAVNX	Fidelity Freedom Index 2035 Fund	0.05%	+11.23%	—	—
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	0.06%	+15.88%	+17.52%	+12.11%
QCGLFX	College Retirement Equities Fund - Global Equities Account	—	+14.82%	+19.53%	—
FLPCX	Fidelity Low-Priced Stock Fund	1.40%	—	—	—
FNNEX	New Economy Fund	0.47%	+19.36%	+21.34%	+11.35%
OWLSX	Old Westbury Large Cap Strategies Fund	1.09%	+14.43%	+17.21%	+10.14%
AAETX	American Funds 2030 Target Date Retirement Fund	0.66%	+10.82%	+11.68%	+7.59%
TGAFX	T. Rowe Price Global Allocation Fund	0.82%	+9.29%	+11.31%	+7.20%
FFBTX	Fidelity Freedom Blend 2040 Fund	0.47%	+13.37%	+15.46%	—
FAVVX	Fidelity Freedom Index 2065 Fund	0.08%	+14.20%	—	—
VSMGX	VANGUARD LIFESTRATEGY MODERATE GROWTH FUND	0.13%	+10.96%	+11.72%	+7.07%
PHJYX	Principal LifeTime Hybrid 2045 Fund	0.34%	+12.18%	+14.73%	+10.18%
EXHAX	Pro-Blend Maximum Term Series	0.70%	+6.69%	+11.46%	+7.99%
TVIIX	Nuveen Lifecycle Index 2060 Fund	0.10%	+13.62%	+16.19%	+11.13%
FCTKX	Fidelity Freedom 2055 Fund	0.45%	+14.95%	+16.78%	+11.61%
ACWI	iShares MSCI ACWI ETF	0.32%	+15.87%	+17.79%	+12.03%
ISJAX	VOYA INDEX SOLUTION 2045 PORTFOLIO	0.22%	+13.15%	+14.91%	+11.32%
SWYHX	Schwab Target 2045 Index Fund	0.08%	+12.99%	+15.01%	+10.43%
QCSCIX	College Retirement Equities Fund - Social Choice Account	—	+8.60%	+11.15%	+7.07%
PBAPX	SAM Balanced Portfolio	1.02%	+9.51%	+11.34%	+7.33%
FAFFX	Fidelity Advisor Freedom 2040 Fund	0.63%	-20.70%	-36.40%	-41.90%
TCLPX	Nuveen Lifecycle 2050 Fund	0.69%	+10.95%	+14.86%	+10.00%
SWG1Z	Schwab VIT Growth Portfolio	0.55%	+12.06%	+13.47%	+9.09%
TLYIX	Nuveen Lifecycle Index 2035 Fund	0.18%	+10.73%	+12.86%	+8.37%
FFBRX	Fidelity Freedom Blend 2035 Fund	0.47%	+11.51%	+13.30%	—
NBGDX	Columbia Capital Allocation Moderate Aggressive Portfolio	0.74%	—	—	—
MLFAX	MFS Lifetime 2040 Fund	0.81%	+11.03%	+12.87%	+9.87%
RGTTX	Aggressive Strategy Fund	0.89%	—	—	—
AXBAX	Columbia Capital Allocation Aggressive Portfolio	1.03%	+13.55%	+14.98%	+9.85%
ASRAX	Invesco Global Real Estate Income Fund	1.26%	-0.49%	+3.03%	+3.36%
JAFVX	Strategic Equity Allocation Trust	0.92%	+13.72%	+17.30%	+12.37%
AGGPX	MFS Aggressive Growth Allocation Fund	0.69%	+10.90%	+13.58%	—
PRJAX	PGIM Jennison Global Opportunities Fund	1.08%	+3.90%	+18.81%	+5.90%
AADAX	Invesco Select Risk: Growth Investor Fund	1.71%	+10.98%	+10.77%	+7.27%
FDKVX	Fidelity Freedom 2060 Fund	0.45%	+14.69%	+16.46%	+11.32%
CGGEX	American Funds Global Growth Portfolio	1.07%	+15.32%	+17.19%	+9.12%
EAAFX	Allspring Asset Allocation Fund	0.75%	+9.00%	+11.27%	+6.63%
AABCX	Putnam Dynamic Asset Allocation Balanced Fund	0.71%	+10.28%	+17.73%	+9.26%
SSCQX	State Street Target Retirement 2040 Fund	0.09%	+12.33%	+13.42%	+8.58%
SWMRX	Schwab Target 2045 Fund	0.52%	+12.30%	+14.88%	+9.73%
TRGLX	T. Rowe Price Global Stock Fund	0.66%	+10.68%	+16.56%	+8.98%
LGMNX	Loomis Sayles Global Allocation Fund	0.82%	+7.99%	+14.05%	+6.83%
DVRLX	MFS Global Alternative Strategy Fund	1.01%	+9.68%	+9.74%	+5.66%
VSVNX	VANGUARD TARGET RETIREMENT 2070 FUND	0.08%	+14.75%	+16.04%	—
SWYMX	Schwab Target 2050 Index Fund	0.08%	+13.55%	+15.55%	+10.90%
GGSPX	Goldman Sachs Growth and Income Strategy Portfolio	0.55%	+10.27%	+11.87%	+7.79%
FATHX	Fidelity Advisor Freedom 2035 Fund	0.65%	-22.09%	-37.58%	-42.73%
SWYFX	Schwab Target 2035 Index Fund	0.08%	+11.17%	+13.14%	+8.77%
AAAAX	DWS RREEF Real Assets Fund	0.89%	+5.15%	+3.74%	+7.13%
VGWAX	VANGUARD GLOBAL WELLINGTON FUND	0.43%	+7.32%	+11.22%	+8.54%
FLKSX	Fidelity Low-Priced Stock K6 Fund	0.50%	+8.21%	+13.33%	+13.93%
SWIRX	Schwab Target 2035 Fund	0.45%	+10.87%	+13.17%	+8.30%
VHGEX	VANGUARD GLOBAL EQUITY FUND	0.39%	+15.30%	+16.84%	+9.95%
FSBLX	Federated Hermes Global Allocation Fund	0.84%	+10.47%	+10.51%	+6.18%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free