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 208 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | TIIRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | TIIRX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | TIIRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | TIIRX vs FLCPX | |
| 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 44. There are 270 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | TIIRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | TIIRX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | TIIRX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | TIIRX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | TIIRX vs GTLOX |
Top Performing TIIRX Alternatives (YTD)
TIIRX is at 8.66% YTD. There are 269 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | TIIRX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | TIIRX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | TIIRX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | TIIRX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | TIIRX vs IGIAX |
Lowest Volatility Alternatives to TIIRX
TIIRX has 13.12% 1-year volatility. There are 313 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | TIIRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | TIIRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | TIIRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | TIIRX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | TIIRX vs FULVX |
Lowest Drawdown Alternatives to TIIRX
TIIRX has a 1-year max drawdown of -11.12%. There are 326 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | TIIRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | TIIRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | TIIRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | TIIRX vs AUEIX | |
| 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 QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | TIIRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | TIIRX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | TIIRX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | TIIRX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | TIIRX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | TIIRX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | TIIRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | TIIRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | TIIRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | TIIRX vs NELIX |
Often Compared With TIIRX
Investors most often compare TIIRX with BKTSX, AFNIX, FTRIX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TIIRX with Any Fund or Stock
Compare TIIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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