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Morningstar

Nuveen Large Cap Value C NQCCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 3.40  /  +0.59 %
  • Total Assets 20.7 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.77%
  • Turnover 40%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NQCCX

Will NQCCX 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 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.

Strength in Nuveen Large Cap Value C'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 most expensive quintile among peers.

by Morningstar Manager Research
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 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.36 735,630
Energy

General Motors Co

3.00 656,623
Consumer Cyclical

Wells Fargo & Co

2.99 655,006
Financial Services

JPMorgan Chase & Co

2.80 612,918
Financial Services

General Dynamics Corp

2.79 610,178
Industrials

Oracle Corp

2.74 600,039
Technology

DuPont de Nemours Inc

2.62 573,185
Basic Materials

AT&T Inc

2.51 549,472
Communication Services

Fiserv Inc

2.48 542,109
Technology

Walmart Inc

2.46 538,401
Consumer Defensive