Morningstar

Nuveen Large Cap Select Fund Class I FLRYX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $47.84  /  +1.29 %
  • Fund Size $49.5M
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.38%
  • Turnover Ratio 70%
NAV and 1-Day Return as of

Morningstar’s Analysis FLRYX

Will FLRYX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Large Cap Select I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLRYX

More FLRYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.78 4M
Technology

Microsoft Corp

6.77 3M
Technology

Amazon.com Inc

5.24 3M
Consumer Cyclical

Alphabet Inc Class C

5.05 3M
Communication Services

Apple Inc

4.59 2M
Technology

Broadcom Inc

3.28 2M
Technology

Johnson & Johnson

2.96 1M
Healthcare

Meta Platforms Inc Class A

2.35 1M
Communication Services

Palo Alto Networks Inc

2.19 1M
Technology

Mastercard Inc Class A

2.09 1M
Financial Services

Sponsor Center