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Morningstar

Nuveen Mid Cap Value R6 TIMVX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 18.40  /  +1.15 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.51%
  • Turnover 78%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TIMVX

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

  • People Pillar

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

An incline in its Process Pillar rating is the primary driver of Nuveen Mid Cap Value R6's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TIMVX

More TIMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Westinghouse Air Brake Technologies Corp

2.23 39.4 Mil
Industrials

Parker Hannifin Corp

2.13 37.5 Mil
Industrials

Fidelity National Information Services Inc

2.13 37.5 Mil
Technology

HP Inc

2.08 36.7 Mil
Technology

FirstEnergy Corp

2.04 36.0 Mil
Utilities

Diamondback Energy Inc

2.04 35.9 Mil
Energy

Gen Digital Inc

2.04 35.9 Mil
Technology

Howmet Aerospace Inc

2.00 35.3 Mil
Industrials

Trane Technologies PLC Class A

1.92 34.0 Mil
Industrials

American International Group Inc

1.91 33.6 Mil
Financial Services