Nuveen S&P 500 Index Fund Retirement Class (TRSPX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRSPX
TRSPX charges 0.30% annually. There are 18 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | TRSPX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 349.70B | Jul 1997 | TRSPX vs VIIIX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | TRSPX vs FXAIX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | TRSPX vs SSSYX | |
| Schwab S&P 500 Index Fund | 0.02% | 144.34B | May 1997 | TRSPX vs SWPPX |
Best Risk-Adjusted Alternatives to TRSPX
TRSPX has a PortfoliosLab risk / return rank of 55. There are 19 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 66.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | 66 | — | Jul 1997 | TRSPX vs VADDX | |
| Fidelity 500 Index Fund | 59 | — | Feb 1988 | TRSPX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 59 | 349.70B | Jul 1997 | TRSPX vs VIIIX | |
| State Street Equity 500 Index Fund Class K | 59 | — | Sep 2014 | TRSPX vs SSSYX | |
| Vanguard Institutional Index Fund Institutional Sh... | 59 | 349.70B | Jul 1990 | TRSPX vs VINIX |
Top Performing TRSPX Alternatives (YTD)
TRSPX is at 9.95% YTD. There are 16 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 13.73% | — | May 2006 | TRSPX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 13.07% | — | Jul 1997 | TRSPX vs VADDX | |
| Fidelity 500 Index Fund | 10.13% | — | Feb 1988 | TRSPX vs FXAIX | |
| Victory 500 Index Fund | 10.13% | — | May 2002 | TRSPX vs USPRX | |
| iShares S&P 500 Index Fund Class G | 10.12% | — | Jul 2019 | TRSPX vs BSPGX |
Lowest Volatility Alternatives to TRSPX
TRSPX has 12.88% 1-year volatility. There are 19 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 11.33% | — | Sep 2017 | TRSPX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.77% | — | Jul 1997 | TRSPX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.81% | — | Apr 1992 | TRSPX vs SPFIX | |
| CYBER HORNET S&P 500 | 12.84% | — | Mar 2017 | TRSPX vs INDEX | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.85% | — | Feb 2001 | TRSPX vs PLSAX |
Lowest Drawdown Alternatives to TRSPX
TRSPX has a 1-year max drawdown of -8.94%. There are 19 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.88%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | TRSPX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | TRSPX vs SSSYX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | TRSPX vs FXAIX | |
| Schwab S&P 500 Index Fund | -8.89% | 144.34B | May 1997 | TRSPX vs SWPPX | |
| iShares S&P 500 Index Fund Class K | -8.90% | — | Jul 1993 | TRSPX vs WFSPX |
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 | 58 | 10.32% | — | Jul 1999 | TRSPX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 63 | 10.40% | — | Jan 2007 | TRSPX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 10 | 0.47% | — | Oct 2002 | TRSPX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 31 | 8.76% | — | Nov 2005 | TRSPX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 2.40% | — | Jun 2003 | TRSPX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 85 | 2.14% | — | Jun 1999 | TRSPX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 69 | 0.93% | — | Dec 2006 | TRSPX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 27 | 5.21% | — | Mar 2006 | TRSPX vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 5.34% | — | Dec 2009 | TRSPX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 88 | 1.83% | — | Jan 2013 | TRSPX vs NVHIX |
Often Compared With TRSPX
Investors most often compare TRSPX with BSPIX, SPIDX, FARCX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TRSPX with Any Fund or Stock
Compare TRSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRSPX with funds that move differently
Nuveen S&P 500 Index Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRSPX.
Explore TRSPX Diversifiers