Morningstar

Nuveen Large Cap Responsible Equity Fund A Class TICRX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $26.65  /  −1.08 %
  • Fund Size $5.8B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.460%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.98%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis TICRX

Will TICRX 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 TICRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TICRX 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 TICRX’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 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TICRX

More TICRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.99 545M
Technology

Alphabet Inc Class A

3.88 235M
Communication Services

Alphabet Inc Class C

3.29 199M
Communication Services

Broadcom Inc

3.13 189M
Technology

JPMorgan Chase & Co

2.67 161M
Financial Services

Procter & Gamble Co

2.11 128M
Consumer Defensive

Tesla Inc

2.06 125M
Consumer Cyclical

Costco Wholesale Corp

2.01 122M
Consumer Defensive

Visa Inc Class A

1.87 113M
Financial Services

Coca-Cola Co

1.84 112M
Consumer Defensive

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