About TRGIX
Nuveen Core Equity Fund Retirement Class is a mutual fund designed to achieve a favorable long-term total return, primarily through capital appreciation and investment income from equity securities. The fund typically invests at least 80% of its assets in large-cap stocks, focusing on companies that are leaders in their sectors, possess sustainable competitive advantages, and are run by strong management teams. It seeks companies believed to be attractively valued and capable of outperforming the broader market while returning capital to shareholders via dividends or stock buybacks. A key characteristic is its emphasis on large, well-established U.S. firms, with the likes of Microsoft, Apple, and NVIDIA featuring prominently in its portfolio. The fund also allocates a portion, up to 20% of its assets, to foreign issuers for additional diversification. Targeted at retirement investors, it is open to all with no minimum investment requirement and offers quarterly dividend distributions. The fund is benchmarked against the S&P 500 Index and is categorized as a "Large Blend," reflecting a balance between growth and value investing approaches. Managed by Nuveen and falling under the TIAA/CREF Funds family, it plays a significant role for investors seeking broad U.S. equity exposure within a retirement context.
Fund Family Nuveen
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TRGIX
Share Class Retirement Class
Index S&P 500 TR
TRGIX had a total return of 10.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.25%.
