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Morningstar

Nuveen Managed Allc R TITRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 12.46  /  +0.81 %
  • Total Assets 885.3 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.54%
  • Turnover 19%

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

Morningstar’s Analysis TITRX

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

  • People Pillar

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

Strength in Nuveen Managed Allc R's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings TITRX

More TITRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Plus Bond R6

39.85 354.7 Mil
—

Nuveen International Eq R6

8.93 79.5 Mil
—

Nuveen Growth Opportunities ETF

7.00 62.3 Mil
—

Nuveen Large Cap Growth R6

6.90 61.4 Mil
—

Nuveen Dividend Growth R6

5.79 51.6 Mil
—

Nuveen Core Equity R6

5.78 51.5 Mil
—

Nuveen Large Cap Value R6

5.57 49.6 Mil
—

Nuveen Dividend Value R6

5.54 49.4 Mil
—

Nuveen International Opps R6

5.33 47.5 Mil
—

Nuveen Emerging Markets Eq R6

3.61 32.1 Mil
—