Morningstar

Nuveen Mid Cap Value Fund Retirement Class TRVRX

Medalist Rating as of Sep 30, 2026 See Nuveen Investment Hub

Strategy

The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of medium-sized domestic companies. Under normal circumstances, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of mid-capitalization value companies. It may invest up to 20% of its assets in foreign investments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TRVPX	Nuveen Mid Cap Value Fund Premier Class	No Load	Open			Sep 30, 2009	$33.06M	0.610%	Low	$0	−$2.16M
TRVHX	Nuveen Mid Cap Value Fund I Class	Institutional	Open			Dec 4, 2015	$6.48M	0.550%	Low	$100,000	$2.69M
TCMVX	Nuveen Mid Cap Value Fund A Class	Front Load	Open			Oct 1, 2002	$209.88M	0.800%	Low	$2,500	−$24.81M
TIMVX	Nuveen Mid Cap Value Fund R6 Class	Retirement, Large	Open			Oct 1, 2002	$918.75M	0.460%	Low	$1M	−$114.48M
TRVRX	Nuveen Mid Cap Value Fund Retirement Class	Retirement, Large	Open			Oct 1, 2002	$449.41M	0.710%	Average	$0	−$103.93M

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