TRIRX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to TRIRX

TRIRX charges 0.30% annually. There are 22 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	TRIRX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	TRIRX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.94B	Dec 2017	TRIRX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	TRIRX vs VIGIX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	TRIRX vs TILIX

Best Risk-Adjusted Alternatives to TRIRX

TRIRX has a PortfoliosLab risk / return rank of 19. There are 221 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	91	92.00B	Nov 1984	TRIRX vs VPMCX
CHAIX	Chase Growth Fund Institutional Class	90	—	Jan 2007	TRIRX vs CHAIX
CHASX	Chase Growth Fund	89	—	Dec 1997	TRIRX vs CHASX
ONERX	One Rock Fund	89	—	Mar 2020	TRIRX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	—	Nov 2013	TRIRX vs FCGSX

Top Performing TRIRX Alternatives (YTD)

TRIRX is at 5.10% YTD. There are 276 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	TRIRX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	29.02%	—	Feb 2004	TRIRX vs RYGRX
IOLZX	ICON Equity Fund	28.44%	—	Oct 2002	TRIRX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	27.33%	—	Feb 2017	TRIRX vs FUMIX
CHASX	Chase Growth Fund	26.84%	—	Dec 1997	TRIRX vs CHASX

Lowest Volatility Alternatives to TRIRX

TRIRX has 16.60% 1-year volatility. There are 179 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.86%	—	Sep 2019	TRIRX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.73%	—	Jan 2005	TRIRX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	10.02%	—	Dec 2015	TRIRX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	TRIRX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.65%	—	Sep 2018	TRIRX vs GQEPX

Lowest Drawdown Alternatives to TRIRX

TRIRX has a 1-year max drawdown of -16.32%. There are 265 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	TRIRX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	TRIRX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	TRIRX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	TRIRX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	TRIRX vs DNVYX

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	11.62%	—	Jul 1999	TRIRX 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	TRIRX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	TRIRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	79	3.88%	—	Jun 1999	TRIRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.77%	—	Jun 2003	TRIRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	16	3.86%	—	Mar 2006	TRIRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	73	1.04%	—	Dec 2006	TRIRX vs NPSRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	8.29%	—	May 2009	TRIRX vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	77	2.42%	—	Jan 2013	TRIRX vs NVHIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	79	20.62%	—	Dec 1987	TRIRX vs FASEX

Often Compared With TRIRX

Investors most often compare TRIRX with VMGMX, SCHG, VGT. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	7	8.65%	33.80B	Sep 2011	TRIRX vs VMGMX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	33	5.60%	60.56B	Dec 2009	TRIRX vs SCHG
VGT	Vanguard Information Technology ETF	Technology Equities	57	22.94%	170.10B	Mar 2004	TRIRX vs VGT
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	65	11.35%	145.69B	May 1997	TRIRX vs SWPPX
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	TRIRX vs FXAIX
ATVPX	Alger 35 Fund	Large Cap Growth Equities	54	17.57%	—	Mar 2018	TRIRX vs ATVPX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	63	10.73%	—	Jun 2012	TRIRX vs TVRIX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	80	20.02%	—	Mar 2001	TRIRX vs ANFFX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	45	17.64%	—	Jul 1958	TRIRX vs AMRGX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	67	6.99%	—	Apr 2003	TRIRX vs BPTRX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	40	4.71%	—	Dec 1986	TRIRX vs PROVX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	51	8.13%	—	Dec 2008	TRIRX vs NELIX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	54	14.29%	317.30B	Aug 1999	TRIRX vs VTMGX
FARCX	Nuveen Real Estate Securities Fund	REIT	48	16.76%	—	Jun 1995	TRIRX vs FARCX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	11	4.85%	—	Jun 2000	TRIRX vs GXXIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	7.71%	393.80B	Nov 2000	TRIRX vs VIGAX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	1	-4.39%	—	Jan 1991	TRIRX vs BLUEX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	88	26.13%	—	May 2008	TRIRX vs FOCKX
AMOMX	AQR Large Cap Momentum Style Fund	Large Cap Growth Equities	—	—	—	Jul 2009	TRIRX vs AMOMX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	88	26.07%	—	Dec 1984	TRIRX vs FOCPX

Compare TRIRX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair TRIRX with funds that move differently

Nuveen Large Cap Growth Index Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRIRX.

Explore TRIRX Diversifiers

Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) Alternatives