Nasdaq - Delayed Quote USD

Nuveen Large Cap Responsible Eq Ret (TRSCX)

28.16
-0.07
(-0.25%)
As of 8:09:28 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities that meet the fund’s ESG criteria. It may also invest in securities issued by other countries, or their agencies or instrumentalities as approved by the Board of Trustees. The fund may invest up to 15% of its assets in foreign investments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.89%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 5

Performance & Risk

YTD Return 4.83%
5y Average Return 15.68%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
TRSCXCategory AverageTRSCXCategory AverageTRSCXCategory Average
Alpha -1.97 -0.01 -1.6 -0.01 -1.37 -0.01
BETA 1.04 0.01 1.02 0.01 1.02 0.01
Mean Annual Return 0.94 0.01 1.22 0.01 0.98 0.01
R-squared 96.47 0.94 96.88 0.95 97.8 0.95
Standard Deviation 17.39 0.17 16.77 0.19 15.93 0.15
Sharpe Ratio 0.38 0 0.7 0.01 0.61 0.01
Treynor Ratio 5.28 0.03 10.91 0.1 8.78 0.1

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