TIIRX Alternatives & Similar Mutual Funds

Nuveen Core Equity Fund Class A (TIIRX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TIIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TIIRX

TIIRX charges 0.72% annually. There are 214 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	TIIRX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	TIIRX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	TIIRX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	TIIRX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	TIIRX vs SSSYX

Best Risk-Adjusted Alternatives to TIIRX

TIIRX has a PortfoliosLab risk / return rank of 33. There are 307 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	TIIRX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	TIIRX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	TIIRX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	TIIRX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	TIIRX vs GTLOX

Top Performing TIIRX Alternatives (YTD)

TIIRX is at 7.04% YTD. There are 333 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	TIIRX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	TIIRX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	TIIRX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	TIIRX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	TIIRX vs RESGX

Lowest Volatility Alternatives to TIIRX

TIIRX has 13.90% 1-year volatility. There are 317 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	TIIRX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	TIIRX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	TIIRX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	TIIRX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	TIIRX vs JEPIX

Lowest Drawdown Alternatives to TIIRX

TIIRX has a 1-year max drawdown of -11.12%. There are 329 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	TIIRX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	TIIRX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	TIIRX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	TIIRX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	TIIRX vs QUERX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	11.62%	—	Jul 1999	TIIRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	64	11.14%	—	Jan 2007	TIIRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	19	5.24%	—	Oct 2002	TIIRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	TIIRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	79	3.88%	—	Jun 1999	TIIRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.77%	—	Jun 2003	TIIRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	16	3.86%	—	Mar 2006	TIIRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	73	1.04%	—	Dec 2006	TIIRX vs NPSRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	8.29%	—	May 2009	TIIRX vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	77	2.42%	—	Jan 2013	TIIRX vs NVHIX

Often Compared With TIIRX

Investors most often compare TIIRX with BKTSX, FTRIX, ALSMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	63	11.66%	—	Aug 2015	TIIRX vs BKTSX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	76	11.70%	—	Feb 2008	TIIRX vs FTRIX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	75	22.33%	—	Dec 2019	TIIRX vs ALSMX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	85	21.84%	—	Dec 2011	TIIRX vs DHAMX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	79	20.62%	—	Dec 1987	TIIRX vs FASEX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	36	19.86%	—	May 2008	TIIRX vs FLCKX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	76	11.35%	—	Jul 2017	TIIRX vs WBREOX
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	88	13.89%	—	Jun 2017	TIIRX vs AMFEX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	51	8.13%	—	Dec 2008	TIIRX vs NELIX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	—	—	—	Nov 2019	TIIRX vs FULVX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	77	11.77%	—	Aug 2013	TIIRX vs FZALX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	TIIRX vs YFSIX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	87	22.82%	—	Nov 2004	TIIRX vs POSKX
STFGX	State Farm Growth Fund	Large Cap Blend Equities	87	13.77%	—	Mar 1968	TIIRX vs STFGX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	65	11.83%	35.20B	May 2001	TIIRX vs VITPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	65	11.34%	355.20B	Jul 1997	TIIRX vs VIIIX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	11.34%	—	Aug 2014	TIIRX vs SSEYX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	Large Cap Blend Equities	36	7.41%	—	May 2015	TIIRX vs FSUVX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	64	11.84%	2.30T	Apr 2015	TIIRX vs VSMPX
FLVCX	Fidelity Leveraged Company Stock Fund	Large Cap Blend Equities	35	19.80%	—	Dec 2000	TIIRX vs FLVCX

Compare TIIRX with Any Fund or Stock

Compare TIIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TIIRX with funds that move differently

Nuveen Core Equity Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TIIRX.

Explore TIIRX Diversifiers

Nuveen Core Equity Fund Class A (TIIRX) Alternatives