Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.73% 1.325B 2.75% 113.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-216.39M 27.15% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks a favorable long-term total return, mainly through capital appreciation, by investing at least 80% of its assets in small-cap equity securities of foreign issuers. The Fund may invest in equity securities of small companies across a wide range of sectors, growth rates and valuations.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US Sm&Mid Cap
Peer Group International Small/Mid-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Small-Cap Funds
Fund Owner Firm Name Nuveen
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 8
-129.09M Peer Group Low
999.64M Peer Group High
1 Year
% Rank: 69
-216.39M
-1.031B Peer Group Low
1.627B Peer Group High
3 Months
% Rank: 76
-406.06M Peer Group Low
1.448B Peer Group High
3 Years
% Rank: 86
-2.181B Peer Group Low
3.181B Peer Group High
6 Months
% Rank: 79
-396.90M Peer Group Low
1.344B Peer Group High
5 Years
% Rank: 86
-2.883B Peer Group Low
3.639B Peer Group High
YTD
% Rank: 73
-1.142B Peer Group Low
1.549B Peer Group High
10 Years
% Rank: 28
-4.305B Peer Group Low
5.605B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-23.21%
20.78%
5.86%
11.64%
-18.34%
16.93%
5.06%
31.97%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.89%
--
19.70%
13.71%
13.55%
-19.19%
16.63%
-5.14%
18.56%
--
12.49%
10.49%
13.03%
-21.28%
11.97%
-0.50%
17.82%
-18.79%
21.66%
7.66%
13.03%
-18.58%
15.20%
5.57%
39.22%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 2.49%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 485
Stock
Weighted Average PE Ratio 24.88
Weighted Average Price to Sales Ratio 3.954
Weighted Average Price to Book Ratio 4.105
Weighted Median ROE 14.60%
Weighted Median ROA 7.21%
ROI (TTM) 11.52%
Return on Investment (TTM) 11.52%
Earning Yield 0.0633
LT Debt / Shareholders Equity 0.4815
Number of Equity Holdings 465
As of September 30, 2025

Growth Metrics

EPS Growth (1Y) 27.64%
EPS Growth (3Y) 11.62%
EPS Growth (5Y) 19.11%
Sales Growth (1Y) 11.94%
Sales Growth (3Y) 10.67%
Sales Growth (5Y) 9.74%
Sales per Share Growth (1Y) 9.89%
Sales per Share Growth (3Y) 8.08%
Operating Cash Flow - Growth Rate (3Y) 25.42%
As of September 30, 2025

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.13%
Stock 97.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.70%
Other 1.67%
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Top 10 Holdings

Name % Weight Price % Change
Other Assets less Liabilities
1.35% -- --
Fincantieri SpA 0.98% 20.08 0.38%
HENSOLDT AG 0.93% 77.50 0.00%
Accelleron Industries AG 0.86% 79.50 0.00%
Westgold Resources Ltd. 0.86% 5.37 -1.29%
Equinox Gold Corp. 0.80% 13.99 0.29%
GE Vernova T&D India Ltd ORD
0.76% -- --
iShares MSCI EAFE Small-Cap ETF 0.75% 77.36 0.09%
Centerra Gold, Inc. 0.75% 18.37 -1.02%
Technology One Ltd. 0.74% 25.08 0.00%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.64%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1.00M None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks a favorable long-term total return, mainly through capital appreciation, by investing at least 80% of its assets in small-cap equity securities of foreign issuers. The Fund may invest in equity securities of small companies across a wide range of sectors, growth rates and valuations.
General
Security Type Mutual Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global ex US Sm&Mid Cap
Peer Group International Small/Mid-Cap Core
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Small-Cap Funds
Fund Owner Firm Name Nuveen
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 2.49%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 485
Stock
Weighted Average PE Ratio 24.88
Weighted Average Price to Sales Ratio 3.954
Weighted Average Price to Book Ratio 4.105
Weighted Median ROE 14.60%
Weighted Median ROA 7.21%
ROI (TTM) 11.52%
Return on Investment (TTM) 11.52%
Earning Yield 0.0633
LT Debt / Shareholders Equity 0.4815
Number of Equity Holdings 465
As of September 30, 2025

Growth Metrics

EPS Growth (1Y) 27.64%
EPS Growth (3Y) 11.62%
EPS Growth (5Y) 19.11%
Sales Growth (1Y) 11.94%
Sales Growth (3Y) 10.67%
Sales Growth (5Y) 9.74%
Sales per Share Growth (1Y) 9.89%
Sales per Share Growth (3Y) 8.08%
Operating Cash Flow - Growth Rate (3Y) 25.42%
As of September 30, 2025

Fund Details

Key Dates
Inception Date 12/9/2016
Last Annual Report Date 10/31/2024
Last Prospectus Date 3/1/2025
Share Classes
TAISX Inst
TAIWX Other
TLISX A
TPISX Premier
TTISX Retirement
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:TIISX", "name")
Broad Asset Class: =YCI("M:TIISX", "broad_asset_class")
Broad Category: =YCI("M:TIISX", "broad_category_group")
Prospectus Objective: =YCI("M:TIISX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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