About TIQRX
Nuveen Equity Index Fund Retirement Class is an open-end mutual fund that aims to provide investors with favorable long-term total returns, primarily through capital appreciation. Its primary function is to closely track the performance of the Russell 3000 Index, a broad benchmark representing the entire U.S. equity market. The fund achieves this by investing at least 80% of its assets in equity securities included in the index, using a full replication strategy to mirror the index’s composition and sector distribution.
Featuring a diversified portfolio of over 2,600 holdings, the fund covers a wide range of industries and company sizes, including notable allocations to large technology, consumer, and healthcare firms. Its top holdings currently include industry leaders such as Apple, Microsoft, NVIDIA, Amazon, and Meta Platforms. The fund’s low expense ratio and annual dividend payouts add to its appeal as a core holding for retirement and long-term, broad-based equity exposure. Nuveen Equity Index Fund Retirement Class is positioned in the large blend category, balancing both growth and value stocks, and plays a significant role in providing diversified, cost-efficient access to the overall U.S. stock market for retirement-focused investors.
Fund Family Nuveen
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TIQRX
Share Class Retirement Class
Index Russell 3000 TR
TIQRX had a total return of 14.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.34%.
