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Nuveen Mid Cap Growth Retire (TRGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.67+0.01 (+0.05%)
At close: 08:01PM EDT

Nuveen Mid Cap Growth Retire

New York NY 10017

730 Third Ave.

Tiaa-cref Funds

Management information
Bihag N. Patel,Lead manager since 20 March 2023
Bihag is a portfolio manager of Nuveen's Mid Cap Growth Opportunities strategy. In addition, he is a senior equity research analyst for Nuveen’s mid and large-cap research team, specializing in the healthcare sector. Prior to joining the firm in 2014, Bihag was a senior portfolio manager for a small-cap growth strategy at Fort Washington Investment Advisors in Columbus, Ohio, focused on the healthcare sector. He was also a portfolio manager and senior equity analyst at Banc One Investment Advisors, where he followed the biotechnology and pharmaceutical industries. Before his career in the investment industry, he held several healthcare-related consultant roles at Ernst & Young and Aurora Health Care. He started his career in research and test development at Manpower Inc. He began working in the investment industry in 1998. Bihag graduated with a B.A. in Mathematics from the University of Minnesota. He holds the CFA designation and is a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyNuveen
Net assets995.55M
YTD return0.37%
Morningstar rating★★
Inception date29 Sept 2009

Fund operations

Last dividend0.05
Last cap gain-16.00
Holdings turnover38.00%
Average for categoryN/A

Fees and expenses

ExpenseTRGMXCategory average
Annual report expense ratio (net)0.64%1.09%
Prospectus net expense ratio0.64%N/A
Prospectus gross expense ratio0.64%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A