Morningstar

Nuveen International Responsible Equity Fund Retirement Class TSOEX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $16.75  /  +0.48 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.530%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.79%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis TSOEX

Will TSOEX outperform in the 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 TSOEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen International Res Eq Retire holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TSOEX

More TSOEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.19 60M
Technology

HSBC Holdings PLC

1.87 35M
Financial Services

Novartis AG Registered Shares

1.53 29M
Healthcare

Siemens AG

1.40 26M
Industrials

Nestle SA

1.39 26M
Consumer Defensive

SAP SE

1.33 25M
Technology

Allianz SE

1.18 22M
Financial Services

Schneider Electric SE

1.15 22M
Industrials

Commonwealth Bank of Australia

1.13 21M
Financial Services

Msci Eafe Sep26 Ifus 20260918

1.11 21M
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