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Morningstar

Nuveen Large Cap Value I NQCRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 4.56  /  +0.22 %
  • Total Assets 20.7 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 1.63%
  • Turnover 40%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 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 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 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