Morningstar

Nuveen Large Cap Value Opportunities Fund Class C NQCCX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $4.64  /  −0.43 %
  • Fund Size $390.2M
  • Adjusted Expense Ratio 1.750%
  • Net Expense Ratio 1.750%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.25%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis NQCCX

Will NQCCX outperform in the 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 NQCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NQCCX 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 NQCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Large Cap Value Opportunities C holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NQCCX

More NQCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

3.92 3M
Consumer Cyclical

Fixed Income Clearing Corp Repo

3.24 3M
Cash and Equivalents

Flowserve Corp

2.93 2M
Industrials

Citigroup Inc

2.80 2M
Financial Services

Microsoft Corp

2.72 2M
Technology

Cheniere Energy Inc

2.63 2M
Energy

The Walt Disney Co

2.57 2M
Communication Services

Capital One Financial Corp

2.55 2M
Financial Services

Wells Fargo & Co

2.50 2M
Financial Services

JPMorgan Chase & Co

2.28 2M
Financial Services

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