Nasdaq - Delayed Quote USD

Nuveen Core Equity A (TIIRX)

28.08 +0.28 (+1.01%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 26.35%
5y Average Return 16.94%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Oct 8, 2024) 33.92%
Worst 1Y Total Return (Oct 8, 2024) --
Best 3Y Total Return 33.92%
Worst 3Y Total Return 5.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TIIRX
Category
YTD
26.58%
5.31%
1-Month
2.29%
-4.19%
3-Month
5.83%
3.90%
1-Year
41.39%
20.31%
3-Year
12.53%
6.48%
5-Year
16.27%
11.78%
10-Year
12.96%
10.96%
Last Bull Market
30.17%
25.56%
Last Bear Market
-17.85%
-15.11%

Annual Total Return (%) History

Year
TIIRX
Category
2024
--
--
2023
32.42%
22.32%
2022
-22.26%
-16.96%
2021
25.04%
26.07%
2020
20.18%
15.83%
2019
29.78%
28.78%
2018
-7.39%
-6.27%
2017
23.65%
20.44%

2016
8.31%
10.37%
2015
3.09%
-1.07%
2014
10.87%
10.96%
2013
33.92%
31.50%
2012
16.07%
14.96%
2011
2.73%
-1.27%
2010
12.94%
14.01%
2009
26.75%
28.17%
2008
-35.16%
-37.79%
2007
18.87%
6.16%
2006
--
14.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.20% 3.83% 5.83% --
2023 10.19% 11.42% -3.43% 11.70%
2022 -6.29% -17.85% -4.85% 6.13%
2021 5.51% 8.28% 0.09% 9.35%
2020 -21.54% 22.14% 9.63% 14.38%
2019 14.59% 4.57% -0.21% 8.53%
2018 0.54% 3.60% 7.65% -17.40%
2017 6.72% 3.37% 4.94% 6.82%
2016 -1.51% 2.51% 4.54% 2.62%
2015 2.82% 1.50% -7.43% 6.72%

2014 1.19% 5.28% -0.05% 4.13%
2013 9.64% 3.05% 7.07% 10.70%
2012 14.24% -4.15% 6.79% -0.74%
2011 7.14% 0.60% -14.22% 11.11%
2010 4.91% -12.58% 11.27% 10.66%
2009 -7.85% 14.10% 15.87% 4.03%
2008 -9.51% -1.24% -9.22% -20.08%
2007 2.39% 8.39% 5.69% 1.34%
2006 -2.03% 5.36% 7.99% --

Rank in Category (By Total Return)

YTD 3
1-Month 15
3-Month 52
1-Year 3
3-Year 13
5-Year 13

Load Adjusted Returns

1-Year 33.26%
3-Year 10.33%
5-Year 14.90%
10-Year 12.30%

Performance & Risk

YTD Return 26.35%
5y Average Return 16.94%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Nuveen
Net Assets 6.63B
YTD Return 26.58%
Yield 0.40%
Morningstar Rating
Inception Date Sep 28, 2018

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. It will invest in securities which the fund's investment adviser believes have the potential for capital appreciation, dividend income, or both. The fund focuses on large-cap securities that the advisor believes to be attractively valued, show the potential to appreciate faster than the rest of the market and return cash to shareholders in the form of dividends, stock buy-backs or both.

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