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Morningstar

Nuveen Small Cap Blend Idx I TRHBX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 23.07  /  −0.47 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.66%
  • Turnover 25%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:22 PM GMT+0

Morningstar’s Analysis TRHBX

Will TRHBX 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 TRHBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TRHBX 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 TRHBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

TIAA-CREF Small-Cap Blend Idx Advisor’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 TRHBX

More TRHBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.90 67.1 Mil
Technology

MicroStrategy Inc Class A

0.94 33.1 Mil
Technology

E-Mini Russ 2000 Jun24 Xcme 20240621

0.76 26.8 Mil
—

Fixed Inc Clearing Corp.Repo

0.57 20.1 Mil
Cash and Equivalents

Comfort Systems USA Inc

0.42 14.7 Mil
Industrials

e.l.f. Beauty Inc

0.39 13.8 Mil
Consumer Defensive

Light & Wonder Inc Ordinary Shares

0.34 12.0 Mil
Consumer Cyclical

Carvana Co Class A

0.33 11.8 Mil
Consumer Cyclical

Onto Innovation Inc

0.33 11.6 Mil
Technology

Simpson Manufacturing Co Inc

0.33 11.5 Mil
Basic Materials