TISAX Mutual Fund

TISAX Mutual Fund

NAV$83.08
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Fund Essentials - as of May 31, 2026

Net Assets
$68M
Expense Ratio
0.19%
Dividend Yield (Current)
2.03%
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+19.08%
5 Year+12.64%
10 Year+14.86%

Asset Allocation

Stocks: 94.02%
Bonds: 5.98%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.90%
AAPLApple, Inc7.00%
MSFTMicrosoft Corp5.10%
AMZNAmazon.Com Inc4.10%
GOOGAlphabet Inc. C3.40%
Top 10 Concentration: 37.80%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.03%
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, Consumer Discretionary, Communication Services. 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 12.64%. TISAX dividend yield stands at 2.03%, paid annually.

TISAX top holdings include Nvidia Corp. (7.9%), Apple, Inc (7.0%), Microsoft Corp (5.1%), Amazon.Com Inc (4.1%), Alphabet Inc. C (3.4%). 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.