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Morningstar

Nuveen International Eq Idx Retire TRIEX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 24.01  /  +1.18 %
  • Total Assets 25.2 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.68%
  • Turnover 8%

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

Morningstar’s Analysis TRIEX

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

  • People Pillar

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

A strong management team and sound investment process underpin Nuveen International Eq Idx Retire's 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TRIEX

More TRIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Nestle SA

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AstraZeneca PLC

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Shell PLC

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Toyota Motor Corp

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Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

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Consumer Cyclical

Msci Eafe Jun24 Ifus 20240621

1.19 301.8 Mil
—

Novartis AG Registered Shares

1.17 297.2 Mil
Healthcare

SAP SE

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Technology