About TRLCX
Nuveen Large Cap Value Fund Retirement Class is a mutual fund focused on delivering long-term total return, primarily through capital appreciation, by investing predominantly in large-cap equity securities. The fund allocates at least 80% of its assets to stocks of sizable domestic companies that the management team believes are undervalued, using various comparative valuation criteria such as price-to-book, price-to-earnings ratios, and dividend yield. Up to 20% of assets may be invested in foreign securities, providing some diversification beyond U.S. borders. The fund’s portfolio is diversified across multiple industries, with particular weightings in financial services, healthcare, energy, and consumer defensive sectors. It generally holds around 80–85 stocks, with a moderate concentration in its top holdings. As part of TIAA/CREF Funds, it seeks to balance risk and reward within the large value category. Its fee structure is competitive, and it pays dividends annually. The fund serves investors seeking exposure to established companies believed to be trading below their intrinsic value, and it plays a significant role for those looking to capture the long-term potential of undervalued large-cap equities within a diversified portfolio.
Fund Family Nuveen
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TRLCX
Share Class Retirement Class
Index Russell 1000 Value TR
TRLCX had a total return of 24.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.88%.
