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Morningstar

Nuveen Equity Index Premier TCEPX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 38.43  /  +1.18 %
  • Total Assets 45.2 Bil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.15%
  • Turnover 4%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TCEPX

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

  • People Pillar

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

A strong management team and sound investment process underpin Nuveen Equity Index Premier's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCEPX

More TCEPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.03 2.7 Bil
Technology

Apple Inc

5.47 2.4 Bil
Technology

NVIDIA Corp

5.09 2.3 Bil
Technology

Amazon.com Inc

3.10 1.4 Bil
Consumer Cyclical

Meta Platforms Inc Class A

2.02 900.0 Mil
Communication Services

Alphabet Inc Class A

2.00 893.5 Mil
Communication Services

Alphabet Inc Class C

1.70 761.0 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.48 660.4 Mil
Financial Services

Eli Lilly and Co

1.36 605.4 Mil
Healthcare

JPMorgan Chase & Co

1.14 509.7 Mil
Financial Services