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Morningstar

Nuveen Large Cap Select I FLRYX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 39.43  /  +0.87 %
  • Total Assets 43.5 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.67%
  • Turnover 89%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis FLRYX

Will FLRYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLRYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLRYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLRYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Nuveen Large Cap Select I's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLRYX

More FLRYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.42 3.8 Mil
Technology

Amazon.com Inc

5.14 2.3 Mil
Consumer Cyclical

NVIDIA Corp

5.02 2.3 Mil
Technology

Alphabet Inc Class C

4.65 2.1 Mil
Communication Services

Meta Platforms Inc Class A

3.71 1.7 Mil
Communication Services

Mastercard Inc Class A

2.36 1.1 Mil
Financial Services

Broadcom Inc

2.35 1.1 Mil
Technology

Fiserv Inc

1.94 885,083
Technology

Charles Schwab Corp

1.86 849,706
Financial Services

Emerson Electric Co

1.80 821,388
Industrials