Nuveen International Equity Fund Retirement Class (TRERX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRERX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRERX
TRERX charges 0.70% annually. There are 120 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | TRERX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | TRERX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | TRERX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | TRERX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | TRERX vs FHLFX |
Best Risk-Adjusted Alternatives to TRERX
TRERX has a PortfoliosLab risk / return rank of 23. There are 295 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | TRERX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | TRERX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | TRERX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | TRERX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | TRERX vs DFWVX |
Top Performing TRERX Alternatives (YTD)
TRERX is at 7.38% YTD. There are 319 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | TRERX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | TRERX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | TRERX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | TRERX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | TRERX vs DCINX |
Lowest Volatility Alternatives to TRERX
TRERX has 17.13% 1-year volatility. There are 361 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | TRERX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | TRERX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | TRERX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | TRERX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | TRERX vs FAOIX |
Lowest Drawdown Alternatives to TRERX
TRERX has a 1-year max drawdown of -13.26%. There are 348 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | TRERX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | TRERX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | TRERX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | TRERX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | TRERX vs FAERX |
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 | TRERX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | TRERX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | TRERX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | TRERX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | TRERX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | TRERX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | TRERX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | TRERX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | TRERX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | TRERX vs NELIX |
Often Compared With TRERX
Investors most often compare TRERX with SIMYX, ANDIX, GTMIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TRERX with Any Fund or Stock
Compare TRERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRERX with funds that move differently
Nuveen International Equity Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRERX.
Explore TRERX Diversifiers