Nuveen Mid Cap Value Retire (TRVRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Nuveen Mid Cap Value Retire
New York NY 10017
730 Third Ave.
Tiaa-cref Funds
Management Information
David A Chalupnik,Lead Manager since January 16, 2020
David oversees all portfolio management activities for Nuveen’s actively managed U.S. equities strategies. He is the lead portfolio manager for several core and value-focused equities strategies and related institutional portfolios. David also manages several Santa Barbara Asset Management Dividend Growth strategies.
Prior to joining the firm in 2002, David served as chief investment officer for Duff & Phelps Investment Management Company. David was also head of the equity investment division of Allstate Insurance Company. He began working in the investment industry in 1984.
David graduated with a B.S. in Commerce and an M.B.A. from DePaul University. He holds the CFA® designation and is a member of the CFA® Institute.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Value
Fund FamilyTIAA Investments
Net Assets1.8B
YTD Return8.58%
Yield1.28%
Morningstar Rating★★
Inception DateDec 3, 2015
Fund Operations
Last Dividend0.23
Last Cap Gain0.00
Holdings Turnover78.00%
Average for CategoryN/A
Fees & Expenses
ExpenseTRVRXCategory Average
Annual Report Expense Ratio (net)0.56%1.01%
Prospectus Net Expense Ratio0.56%N/A
Prospectus Gross Expense Ratio0.56%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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