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 213 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	TIIRX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	TIIRX vs VSTSX
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 39. There are 285 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	TIIRX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	TIIRX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	TIIRX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	TIIRX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	TIIRX vs IGIAX

Top Performing TIIRX Alternatives (YTD)

TIIRX is at 6.69% YTD. There are 289 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	TIIRX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	TIIRX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	TIIRX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	TIIRX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	TIIRX vs FLVCX

Lowest Volatility Alternatives to TIIRX

TIIRX has 13.91% 1-year volatility. There are 318 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	TIIRX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	TIIRX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	TIIRX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	TIIRX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	TIIRX vs FSUVX

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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	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, SPXX and span 12 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	10.07%	—	Jul 1999	TIIRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	50	7.43%	—	Jan 2007	TIIRX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	15	3.44%	—	Nov 2005	TIIRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	61	3.32%	—	Jun 1999	TIIRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	5	2.20%	—	Jun 2003	TIIRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	15	1.69%	—	Mar 2006	TIIRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	0.60%	—	Dec 2006	TIIRX vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	65	2.04%	—	Jan 2013	TIIRX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	6.96%	—	May 2009	TIIRX vs NVLIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	82	20.50%	—	Dec 1987	TIIRX vs FASEX

Often Compared With TIIRX

Investors most often compare TIIRX with BKTSX, ALSMX, FTRIX. These 16 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	10.08%	—	Aug 2015	TIIRX vs BKTSX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	86	26.78%	—	Dec 2019	TIIRX vs ALSMX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	74	9.27%	—	Feb 2008	TIIRX vs FTRIX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	TIIRX vs AFNIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	91	24.16%	—	Dec 2011	TIIRX vs DHAMX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	76	9.78%	—	Jul 2017	TIIRX vs WBREOX
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	90	13.15%	—	Jun 2017	TIIRX vs AMFEX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	75	9.32%	—	Aug 2013	TIIRX vs FZALX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	TIIRX vs YFSIX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	—	—	—	Nov 2019	TIIRX vs FULVX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	60	8.59%	—	Dec 2008	TIIRX vs NELIX
STFGX	State Farm Growth Fund	Large Cap Blend Equities	88	11.90%	—	Mar 1968	TIIRX vs STFGX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	65	10.34%	35.20B	May 2001	TIIRX vs VITPX
POGSX	Pin Oak Equity	Large Cap Blend Equities	87	16.85%	—	Aug 1992	TIIRX vs POGSX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	Large Cap Blend Equities	89	24.62%	—	Dec 2015	TIIRX vs RESGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	65	9.78%	355.20B	Jul 1997	TIIRX vs VIIIX

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