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Nuveen Large Cap Value Opportunities C NQCCX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 3.55  /  0.00
  • Total Assets 21.5 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 Jun 21, 2024 | 1-Day Return as of Jun 21, 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.

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 most expensive quintile among peers.

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Portfolio Holdings NQCCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.74 786,325
Energy

Wells Fargo & Co

3.19 670,375
Financial Services

General Motors Co

3.07 644,750
Consumer Cyclical

General Dynamics Corp

2.95 620,114
Industrials

JPMorgan Chase & Co

2.79 586,724
Financial Services

AT&T Inc

2.68 563,180
Communication Services

Oracle Corp

2.59 543,384
Technology

DuPont de Nemours Inc

2.58 542,010
Basic Materials

Walmart Inc

2.53 531,064
Consumer Defensive

Fiserv Inc

2.46 517,857
Technology