Skip to Content
Morningstar

Nuveen Large Cap Value Opportunities C NQCCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 3.68  /  +1.10 %
  • Total Assets 22.1 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 0.76%
  • Turnover 40%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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 Opportunities 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NQCCX

More NQCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.66 792,031
Energy

Oracle Corp

3.12 674,512
Technology

General Motors Co

3.11 672,694
Consumer Cyclical

Wells Fargo & Co

3.11 671,166
Financial Services

AT&T Inc

2.95 637,204
Communication Services

General Dynamics Corp

2.90 626,702
Industrials

JPMorgan Chase & Co

2.81 607,589
Financial Services

DuPont de Nemours Inc

2.78 601,743
Basic Materials

Walmart Inc

2.75 593,884
Consumer Defensive

Flowserve Corp

2.43 524,819
Industrials