TRSPX Alternatives & Similar Mutual Funds

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
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	TRSPX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.69B	May 1997	TRSPX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	TRSPX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	TRSPX vs SSSYX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	TRSPX vs VIIIX

Best Risk-Adjusted Alternatives to TRSPX

TRSPX has a PortfoliosLab risk / return rank of 61. There are 13 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 64.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	64	—	Dec 2013	TRSPX vs SPINX
BSPGX	iShares S&P 500 Index Fund Class G	63	—	Jul 2019	TRSPX vs BSPGX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	63	—	Mar 2001	TRSPX vs PLFIX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	62	—	Sep 1993	TRSPX vs DSPIX
SSSYX	State Street Equity 500 Index Fund Class K	62	—	Sep 2014	TRSPX vs SSSYX

Top Performing TRSPX Alternatives (YTD)

TRSPX is at 10.30% YTD. There are 17 mutual funds in the S&P 500 category with higher YTD returns, going as high as 14.65%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	14.65%	—	May 2006	TRSPX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	12.68%	—	Jul 1997	TRSPX vs VADDX
USPRX	Victory 500 Index Fund	10.60%	—	May 2002	TRSPX vs USPRX
BSPGX	iShares S&P 500 Index Fund Class G	10.46%	—	Jul 2019	TRSPX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	10.46%	355.20B	Jul 1997	TRSPX vs VIIIX

Lowest Volatility Alternatives to TRSPX

TRSPX has 12.58% 1-year volatility. There are 20 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.03%	—	Sep 2017	TRSPX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.82%	—	Jul 1997	TRSPX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.51%	—	Apr 1992	TRSPX vs SPFIX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.54%	—	Feb 2001	TRSPX vs PLSAX
INDEX	CYBER HORNET S&P 500	12.54%	—	Mar 2017	TRSPX vs INDEX

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
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	TRSPX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	TRSPX vs SSSYX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.69B	May 1997	TRSPX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	TRSPX vs FXAIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	-8.90%	1.70T	Nov 2000	TRSPX vs VFIAX

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
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	61	10.75%	—	Jul 1999	TRSPX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	67	11.69%	—	Jan 2007	TRSPX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	16	3.21%	—	Oct 2002	TRSPX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	23	8.01%	—	Nov 2005	TRSPX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	82	3.74%	—	Jun 1999	TRSPX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.98%	—	Jun 2003	TRSPX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	17	3.61%	—	Mar 2006	TRSPX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	0.92%	—	Dec 2006	TRSPX vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	82	2.42%	—	Jan 2013	TRSPX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	12	6.35%	—	May 2009	TRSPX vs NVLIX

Often Compared With TRSPX

Investors most often compare TRSPX with SPIDX, BSPIX, FARCX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPIDX	Invesco S&P 500 Index Fund	S&P 500	61	10.31%	—	Sep 1997	TRSPX vs SPIDX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	62	10.41%	—	Apr 1993	TRSPX vs BSPIX
FARCX	Nuveen Real Estate Securities Fund	REIT	50	17.39%	—	Jun 1995	TRSPX vs FARCX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	80	20.00%	—	Dec 1987	TRSPX vs FASEX
SCPIX	DWS S&P 500 Index Fund	S&P 500	58	10.03%	—	Aug 1997	TRSPX vs SCPIX
RYSOX	Rydex S&P 500 Fund	S&P 500	51	9.52%	—	May 2006	TRSPX vs RYSOX
PSPCX	PIMCO StocksPLUS Fund Class C	S&P 500, Large Cap Blend Equities	14	10.14%	—	Apr 2018	TRSPX vs PSPCX
SPIAX	Invesco S&P 500 Index A	S&P 500	60	10.17%	—	Sep 1997	TRSPX vs SPIAX
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	62	10.45%	—	Jul 1993	TRSPX vs WFSPX
MIEYX	MM S&P 500 Index Fund	S&P 500	59	10.16%	—	Feb 1998	TRSPX vs MIEYX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	59	10.20%	—	Jan 2004	TRSPX vs MSXAX
PUTW	WisdomTree Equity Premium Income Fund	Derivative Income, S&P 500	—	—	236.88M	Feb 2016	TRSPX vs PUTW
NELIX	Nuveen Equity Long/Short Fund	Long-Short	47	7.30%	—	Dec 2008	TRSPX vs NELIX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	60	10.26%	—	Aug 2018	TRSPX vs BSPPX
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	58	10.07%	—	Dec 2000	TRSPX vs PLFMX
MUXYX	Victory S&P 500 Index Fund	S&P 500	59	10.20%	—	Nov 1991	TRSPX vs MUXYX
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	59	10.20%	—	Jan 1990	TRSPX vs PEOPX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	60	10.26%	—	Nov 1998	TRSPX vs GRISX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	62	10.45%	355.20B	Jul 1990	TRSPX vs VINIX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	60	10.25%	—	Feb 1996	TRSPX vs SSPIX

Compare TRSPX with Any Fund or Stock

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

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Diversifiers

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

Nuveen S&P 500 Index Fund Retirement Class (TRSPX) Alternatives