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Morningstar

Nuveen Large Cap Value Opportunities I NQCRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 5.00  /  +1.21 %
  • Total Assets 22.1 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.62%
  • 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 NQCRX

Will NQCRX 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 NQCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NQCRX 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 NQCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Nuveen Large Cap Value Opportunities I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NQCRX

More NQCRX 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