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 207 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | TIIRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | TIIRX vs VFFSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | TIIRX vs VSMPX |
Best Risk-Adjusted Alternatives to TIIRX
TIIRX has a PortfoliosLab risk / return rank of 23. There are 341 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | TIIRX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | TIIRX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | TIIRX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | TIIRX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | TIIRX vs POGSX |
Top Performing TIIRX Alternatives (YTD)
TIIRX is at 4.93% YTD. There are 353 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | TIIRX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | TIIRX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | TIIRX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | TIIRX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | TIIRX vs IGIAX |
Lowest Volatility Alternatives to TIIRX
TIIRX has 14.21% 1-year volatility. There are 314 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | TIIRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | TIIRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | TIIRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | TIIRX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | TIIRX vs SILVX |
Lowest Drawdown Alternatives to TIIRX
TIIRX has a 1-year max drawdown of -11.12%. There are 327 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | TIIRX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | TIIRX vs AMFEX |
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 | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 9.70% | — | Jul 1999 | TIIRX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 58 | 8.38% | — | Jan 2007 | TIIRX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 12 | -0.33% | — | Oct 2002 | TIIRX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 24 | 6.80% | — | Nov 2005 | TIIRX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | TIIRX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 89 | 1.87% | — | Jun 1999 | TIIRX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 73 | 0.35% | — | Dec 2006 | TIIRX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 30 | 5.28% | — | Mar 2006 | TIIRX vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 4.79% | — | Dec 2009 | TIIRX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 91 | 1.56% | — | Jan 2013 | TIIRX vs NVHIX |
Often Compared With TIIRX
Investors most often compare TIIRX with BKTSX, FTRIX, FASEX. These 20 comparison targets span 9 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