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TRGIX
Mutual Fund ticker: NASDAQ
AS OF
Jul 8 closing price
Price
$16.07
Change
-$0.04 (-0.25%)
Net Assets
7.13B

TRGIX Nuveen Core Equity Retire Forecast, Technical & Fundamental Analysis

The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Home Depot (NYSE:HD), Merck & Co (NYSE:MRK), American International Group (NYSE:AIG), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It focuses on large-cap securities that the advisors believes to be attractively valued, show the potential to appreciate faster than the rest of the market and return cash to shareholders in the form of dividends, stock buybacks or both.

Market Cap

The average market capitalization across the Nuveen Core Equity Retire MF is 1.41T. The market cap for tickers in the group ranges from 43.57B to 3.9T. NVDA holds the highest valuation in this group at 3.9T. The lowest valued company is AMP at 43.57B.

Volume

The average weekly volume growth across all stocks in the Nuveen Core Equity Retire MF was -34%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 68
P/E Growth Rating: 57
Price Growth Rating: 37
SMR Rating: 35
Profit Risk Rating: 28
Seasonality Score: 34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Tiaa-cref Funds730 Third Ave.New York
Phone
N/A
Web
www.tiaa.org
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TRGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TRGIX has been closely correlated with VSTSX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRGIX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TRGIX
1D Price
Change %
TRGIX100%
N/A
VSTSX - TRGIX
90%
Closely correlated
N/A
VTSMX - TRGIX
89%
Closely correlated
-0.81%
VTSAX - TRGIX
89%
Closely correlated
-0.81%
VSMPX - TRGIX
89%
Closely correlated
-0.81%
VITSX - TRGIX
89%
Closely correlated
-0.81%
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