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 | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | TRIRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TRIRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | TRIRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | TRIRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | TRIRX vs VIGAX |
Best Risk-Adjusted Alternatives to TRIRX
TRIRX has a PortfoliosLab risk / return rank of 20. There are 230 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | TRIRX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | TRIRX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | TRIRX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | TRIRX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | TRIRX vs FOCPX |
Top Performing TRIRX Alternatives (YTD)
TRIRX is at 3.02% YTD. There are 309 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | TRIRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | TRIRX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | TRIRX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | TRIRX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | TRIRX vs POGRX |
Lowest Volatility Alternatives to TRIRX
TRIRX has 16.25% 1-year volatility. There are 169 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | TRIRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | TRIRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | TRIRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | TRIRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | TRIRX vs GQEPX |
Lowest Drawdown Alternatives to TRIRX
TRIRX has a 1-year max drawdown of -16.32%. There are 266 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | TRIRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TRIRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TRIRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | TRIRX vs MRFOX | |
| 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.
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.
Compare TRIRX with Any Fund or Stock
Compare TRIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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