About TRCVX
Nuveen Large Cap Value Index Fund Retirement Class is an open-end mutual fund designed to provide long-term total return, with an emphasis on capital appreciation. The fund primarily invests in a diversified portfolio of large-cap U.S. equity securities, focusing on companies considered undervalued relative to their fundamental worth. By tracking the Russell 1000 Value Index, the fund aims to closely replicate the index's composition and overall investment characteristics, allocating at least 80% of its assets to stocks within this benchmark. The portfolio spans key sectors such as financial services, energy, healthcare, and consumer defensive industries, including well-known holdings like Berkshire Hathaway, JPMorgan Chase, and Exxon Mobil. Managed with a disciplined, index-based approach, the fund offers investors exposure to established, value-oriented companies while maintaining a low expense ratio. It serves as a core equity holding for retirement accounts seeking conservative growth through exposure to the large-cap value segment of the U.S. market, balancing capital appreciation with an income component derived from dividends.
Fund Family Nuveen
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TRCVX
Share Class Retirement Class
Index Russell 1000 Value TR
TRCVX had a total return of 27.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.45%.
