Nuveen Large Cap Responsible Equity Fund A Class TICRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$25.06  /  +0.28%
  • Fund Size$5.3B
  • Adjusted Expense Ratio0.490%
  • Net Expense Ratio0.460%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.99%
  • Turnover Ratio25%

Morningstar’s Analysis TICRX

Will TICRX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Large Cap Responsible Eq A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings TICRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.99545M
Technology

Alphabet Inc Class A

3.88235M
Communication Services

Alphabet Inc Class C

3.29199M
Communication Services

Broadcom Inc

3.13189M
Technology

JPMorgan Chase & Co

2.67161M
Financial Services

Procter & Gamble Co

2.11128M
Consumer Defensive

Tesla Inc

2.06125M
Consumer Cyclical

Costco Wholesale Corp

2.01122M
Consumer Defensive

Visa Inc Class A

1.87113M
Financial Services

Coca-Cola Co

1.84112M
Consumer Defensive

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