TRLCX Mutual Fund

TRLCX Mutual Fund (Nuveen Large Cap Value Fund Retirement Class) is managed by Nuveen. TRLCX expense ratio is 0.65%, holding 76 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2002-10-01.

TRLCX performance shows a YTD return of 18.20%. The 1-year return is 29.25% and the 5-year return is 12.32%. TRLCX dividend yield stands at 7.24%, paid annually.

TRLCX top holdings include Alphabet Inc. C (5.1%), Jpmorgan Chase (3.6%), Micron Technology, Inc. (3.3%), Johnson & Johnson - Common (2.7%), Amazon.Com Inc (2.6%). Go to all TRLCX holdings, TRLCX sectors, or TRLCX dividends.

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