Morningstar

Nuveen Large Cap Gr Idx I TRIHX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 64.26  /  +1.10 %
  • Total Assets 15.1 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.160%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 32%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis TRIHX

Will TRIHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRIHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TRIHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TRIHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Nuveen Large Cap Gr Idx I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TRIHX

More TRIHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

12.17 1.7 Bil
Technology

Microsoft Corp

11.73 1.7 Bil
Technology

NVIDIA Corp

10.49 1.5 Bil
Technology

Amazon.com Inc

6.55 930.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.92 557.3 Mil
Communication Services

Alphabet Inc Class A

3.80 540.2 Mil
Communication Services

Alphabet Inc Class C

3.21 456.9 Mil
Communication Services

Broadcom Inc

2.75 391.4 Mil
Technology

Eli Lilly and Co

2.58 366.5 Mil
Healthcare

Tesla Inc

2.43 345.5 Mil
Consumer Cyclical

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