Nuveen Core Equity Fund Retirement

Frequently Asked Questions About TRGIX

What does TRGIX invest in?

This fund typically allocates a minimum of 80% of its total assets to stocks. Its manager aims to identify investments that are expected to generate capital growth, provide dividend income, or offer a blend of both. The investment approach centers on large-capitalization companies that are considered favorably valued, are projected to appreciate more rapidly than the overall market, and actively distribute returns to shareholders through dividends or stock buybacks.

What is the expense ratio of TRGIX?

Nuveen Core Equity Fund Retirement (TRGIX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TRGIX?

Nuveen Core Equity Fund Retirement (TRGIX) manages $6.72B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is TRGIX actively managed or an index fund?

TRGIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was TRGIX launched?

Nuveen Core Equity Fund Retirement (TRGIX) launched in October 2002 and is managed by Nuveen.

How has TRGIX performed?

TRGIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.