TRLCX Mutual Fund

TRLCX Mutual Fund (Nuveen Large Cap Value Fund Retirement Class) is managed by Nuveen. TRLCX expense ratio is 0.65%, holding 78 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2002-10-01.

TRLCX performance shows a YTD return of 19.85%. The 1-year return is 24.40% and the 5-year return is 11.74%. TRLCX dividend yield stands at 1.18%, paid annually.

TRLCX top holdings include Microsoft Corp (6.6%), Amazon.com Inc (6.4%), JPMorgan Chase & Co (3.8%), Apple Inc (3.3%), Johnson & Johnson - Common (2.9%). 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.