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Nuveen Core Equity Fund R6: (MF: TIGRX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$16.64 USD
+0.12 (0.73%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.99 | 1 |
| 3 months | 6.35 | 49 |
| 6 months | 12.50 | 9 |
| 1 Year | 32.81 | 1 |
| 3 Year | 10.19 | 9 |
| 5 Year | 16.20 | 4 |
| 10 Year | 12.78 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 125.93 |
| Bear Market (10/07 - 2/09) | -45.67 |
| Bull Market (2/09 - 3/21) | 879.76 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 29.36 |
| 5 Year | 15.20 |
| 10 Year | 12.60 |
| Since Inception | 9.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.27 | 3.87 | NA | NA |
| 2023 | 10.30 | 11.43 | -3.37 | 11.81 |
| 2022 | -6.27 | -17.80 | -4.78 | 6.17 |
| 2021 | 5.58 | 8.31 | 0.17 | 9.42 |
| 2020 | -21.52 | 22.22 | 9.77 | 14.47 |
| 2019 | 14.76 | 4.61 | -0.19 | 8.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.99 | 32.80 | -22.12 | 25.36 | 20.53 | 30.20 | -7.15 | 23.89 | 8.64 | 3.45 | 11.06 |
| % Total Return Rel to Index | 4.44 | 6.55 | -3.92 | -3.31 | 2.13 | -1.28 | -2.76 | 2.09 | -3.29 | 2.06 | -2.57 |
| % Total Return Rel to Peer | 9.17 | 17.51 | -11.33 | 1.02 | 12.32 | 4.56 | 0.40 | 6.48 | -2.67 | 6.67 | 2.17 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 2.00 | 3.00 | 1.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.07 | 0.18 | 0.19 | 0.15 | 0.18 | 0.21 | 0.17 | 0.14 | 0.16 | 0.14 | 0.13 |
| % Yield | 0.47 | 1.16 | 1.42 | 0.74 | 1.04 | 1.32 | 1.28 | 0.97 | 1.29 | 1.12 | 1.01 |
| Capital Gains ($) | 0.00 | 2.98 | 0.97 | 3.25 | 1.04 | 0.76 | 1.03 | 0.53 | 0.21 | 0.82 | 1.10 |
| Expense Ratio | 0.40 | 0.40 | 0.40 | 0.40 | 0.40 | 0.40 | 0.40 | 0.41 | 0.42 | 0.43 | 0.44 |
* 1 = Top 20%, 5 = Bottom 20%