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Nuveen Large Cap Responsible Eq A TICRX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 24.67  /  −0.28 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.40%
  • Turnover 15%

USD | NAV as of Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:22 PM GMT+0

Morningstar’s Analysis TICRX

Will TICRX outperform in future?

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

Co-Portfolio Manager Retiring From Nuveen Large Cap Responsible Equity; No Change to Ratings

null David Kathman

David Kathman

Analyst Note

As of June 18, 2024, Lei Liao has retired as a portfolio manager of Nuveen Large Cap Responsible Equity (formerly known as TIAA-CREF Social Choice Equity) and nine other funds run by Nuveen's index team, as well as several exchange-traded funds and closed-end funds run by the same team. Nazar Romanyak, a research analyst on the team since 2013, is being promoted to portfolio manager in Liao's place. Jim Campagna remains the lead manager of the Large Cap Responsible Equity fund, with Darren Tran also staying in place as the third portfolio manager. This will not result in any changes to how this indexlike fund is run, and its Above Average People rating is not changing.

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Portfolio Holdings TICRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.42 448.6 Mil
Technology

NVIDIA Corp

5.66 342.6 Mil
Technology

Eli Lilly and Co

2.11 127.8 Mil
Healthcare

JPMorgan Chase & Co

1.95 118.0 Mil
Financial Services

Tesla Inc

1.74 105.1 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.67 101.2 Mil
Healthcare

Visa Inc Class A

1.61 97.4 Mil
Financial Services

Procter & Gamble Co

1.56 94.2 Mil
Consumer Defensive

Mastercard Inc Class A

1.48 89.6 Mil
Financial Services

Merck & Co Inc

1.41 85.2 Mil
Healthcare