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Morningstar

Nuveen Large Cap Select A FLRAX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 42.07  /  +1.13 %
  • Total Assets 45.7 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.45%
  • Turnover 89%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FLRAX

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

  • People Pillar

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

Strength in Nuveen Large Cap Select A'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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLRAX

More FLRAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.37 4.0 Mil
Technology

Apple Inc

7.82 3.7 Mil
Technology

NVIDIA Corp

6.42 3.1 Mil
Technology

Amazon.com Inc

4.87 2.3 Mil
Consumer Cyclical

Alphabet Inc Class C

4.74 2.3 Mil
Communication Services

Meta Platforms Inc Class A

2.89 1.4 Mil
Communication Services

Broadcom Inc

2.20 1.1 Mil
Technology

AT&T Inc

2.08 995,325
Communication Services

UnitedHealth Group Inc

1.94 927,362
Healthcare

Mastercard Inc Class A

1.76 843,498
Financial Services