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Nuveen Large Cap Value C NQCCX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 3.55  /  +1.43 %
  • Total Assets 21.6 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 0.81%
  • Turnover 40%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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 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 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.30 689,434
Energy

Wells Fargo & Co

3.06 639,118
Financial Services

General Motors Co

2.84 593,349
Consumer Cyclical

General Dynamics Corp

2.82 590,220
Industrials

JPMorgan Chase & Co

2.72 569,344
Financial Services

Walmart Inc

2.57 538,391
Consumer Defensive

Oracle Corp

2.55 533,495
Technology

nVent Electric PLC

2.51 524,759
Industrials

Intel Corp

2.50 522,240
Technology

Kenvue Inc

2.49 519,935
Consumer Defensive