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TRLIX
Mutual Fund ticker: NASDAQ
AS OF
May 8 closing price
Price
$22.29
Change
+$0.14 (+0.63%)
Net Assets
6.23B

TRLIX Nuveen Large Cap Value R6 Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC).

Industry description

The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of large domestic companies. Under normal circumstances, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of large-capitalization value companies. The fund may invest up to 20% of its assets in foreign investments.

Market Cap

The average market capitalization across the Nuveen Large Cap Value R6 MF is 374.02B. The market cap for tickers in the group ranges from 105.14B to 779.53B. WMT holds the highest valuation in this group at 779.53B. The lowest valued company is CB at 105.14B.

Volume

The average weekly volume growth across all stocks in the Nuveen Large Cap Value R6 MF was -34%. For the same stocks of the MF, the average monthly volume growth was -70% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 50
Price Growth Rating: 49
SMR Rating: 34
Profit Risk Rating: 21
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, TRLIX has been closely correlated with VIVAX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRLIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TRLIX
1D Price
Change %
TRLIX100%
N/A
VIVAX - TRLIX
98%
Closely correlated
N/A
VIVIX - TRLIX
98%
Closely correlated
N/A
VVIAX - TRLIX
98%
Closely correlated
N/A
DOXGX - TRLIX
93%
Closely correlated
+0.67%
FFFMX - TRLIX
79%
Closely correlated
+0.22%
More