About TSOEX
Nuveen International Responsible Equity Fund Retirement Class is an actively managed mutual fund focusing on international equity investments with a strong commitment to environmental, social, and governance (ESG) principles. The fund aims to achieve favorable long-term total returns by mirroring the performance of broad foreign equity markets, primarily targeting developed markets in Europe, Australasia, and the Far East. It invests at least 80% of its assets in equity securities of foreign issuers that meet rigorous ESG criteria, systematically favoring companies demonstrating leadership in responsible business practices. The fund explicitly avoids sectors such as alcohol, tobacco, military weapons, firearms, nuclear power, thermal coal, and gambling, emphasizing its sustainable approach. Its portfolio is diversified across a range of industries, with significant holdings in technology, healthcare, consumer defensive, financial services, and industrials. By integrating ESG considerations with traditional financial analysis, the fund seeks to provide investors with international market exposure while supporting responsible corporate behavior globally. The fund serves as a key option for investors seeking both global diversification and a values-based investment strategy.
Fund Family Nuveen
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TSOEX
Share Class Retirement Class
Index MSCI EAFE NR USD
TSOEX had a total return of 10.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.08%.
