TISAX Mutual Fund

TISAX Mutual Fund

NAV$81.82
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Fund Essentials - as of Jun 30, 2026

Net Assets
$68M
Expense Ratio
0.19%
Dividend Yield (Current)
1.98%
Holdings
508
Inception Date
Dec 4, 2015
Fund Family
Nuveen
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.80%
1 Year+19.34%
3 Year+19.10%
5 Year+12.66%
10 Year+14.87%

Asset Allocation

Stocks: 94.02%
Bonds: 5.98%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp7.46%
AAPLApple, Inc6.54%
MSFTMicrosoft Corp4.26%
AMZNAmazon.Com Inc3.59%
GOOGLAlphabet Inc,class A3.23%
Top 10 Concentration: 36.12%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
1.98%
Frequency
Annually
Latest Distribution
$0.86
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TISAX Mutual Fund Overview

TISAX Mutual Fund (Nuveen S&P 500 Index Fund Class I) is managed by Nuveen with $68.2M in net assets. TISAX expense ratio is 0.19%, holding 508 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2015-12-04.

TISAX performance shows a YTD return of 9.80%. The 1-year return is 19.34% and the 5-year return is 12.66%. TISAX dividend yield stands at 1.98%, paid annually.

TISAX top holdings include Nvidia Corp (7.5%), Apple, Inc (6.5%), Microsoft Corp (4.3%), Amazon.Com Inc (3.6%), Alphabet Inc,class A (3.2%). Go to all TISAX holdings, TISAX sectors, or TISAX dividends.

TISAX can be compared against other funds. Use TISAX overlap to find shared positions, or TISAX vs another fund for a side-by-side view. TISAX alternatives are available via the screener, along with tax-loss harvesting opportunities.