Skip to Content
Morningstar

Nuveen Mid Cap Growth Retire TRGMX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 18.80  /  −0.11 %
  • Total Assets 947.9 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 38%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:32 PM GMT+0

Morningstar’s Analysis TRGMX

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

  • People Pillar

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

Nuveen Mid Cap Growth Retire retains its Morningstar Medalist Rating of Bronze.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TRGMX

More TRGMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cimpress PLC

4.85 47.7 Mil
Industrials

Verisk Analytics Inc

3.09 30.4 Mil
Industrials

TransDigm Group Inc

3.01 29.7 Mil
Industrials

DexCom Inc

3.01 29.7 Mil
Healthcare

Ameriprise Financial Inc

2.45 24.1 Mil
Financial Services

Burlington Stores Inc

2.35 23.1 Mil
Consumer Cyclical

HubSpot Inc

2.25 22.1 Mil
Technology

Datadog Inc Class A

2.20 21.6 Mil
Technology

PTC Inc

2.19 21.6 Mil
Technology

Veeva Systems Inc Class A

2.05 20.2 Mil
Healthcare