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Nuveen Mid Cap Growth Retire TRGMX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 19.23  /  +0.58 %
  • Total Assets 985.3 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 Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:01 AM GMT+0

Morningstar’s Analysis TRGMX

Will TRGMX outperform in future?

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

Nuveen Mid Cap Growth Retire retains 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 least expensive fee quintile among peers.

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Portfolio Holdings TRGMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cimpress PLC

5.00 50.8 Mil
Communication Services

DexCom Inc

3.23 32.8 Mil
Healthcare

TransDigm Group Inc

2.80 28.4 Mil
Industrials

Verisk Analytics Inc

2.66 27.0 Mil
Industrials

Datadog Inc Class A

2.43 24.7 Mil
Technology

Veeva Systems Inc Class A

2.33 23.6 Mil
Healthcare

Ameriprise Financial Inc

2.30 23.4 Mil
Financial Services

HubSpot Inc

2.22 22.5 Mil
Technology

PTC Inc

2.14 21.7 Mil
Technology

Waste Connections Inc

1.93 19.6 Mil
Industrials