Investment Strategy

The Nuveen NWQ Multi-Cap Value Fund seeks long-term capital appreciation by investing in equity securities of companies with large, medium and small market capitalizations that are selected on an opportunistic basis.

Who should invest

Investors Seeking:
  • Long-term growth potential from stocks through an opportunistic, all capitalization value strategy
  • To meet long-term financial goals

Fund Basics: A Shares

Select Share Class: A | B | C | I | R3
Fund SymbolNQVAX
Fund Cusip67064Y792
Inception Date12/09/2002
Latest NAV as of 11/20/2009$15.03

A Word On Risk

An investment in the Fund is subject to market risk or the risk that stocks in the portfolio will decline in response to such factors as adverse company news or industry developments or a general economic decline. As with any mutual fund, possible loss of principal is a risk of investing.

Investment Style

Portfolio Manager

Jon D Bosse, CFA - Portfolio Manager; Chief Investment Officer. Prior to joining NWQ Investment Management Company in 1996, Mr. Bosse spent ten years with ARCO Investment Management Company where, in addition to managing a value-oriented fund, he was the Director of Equity Research. Previously, he spent four years with ARCO in Corporate Finance.

Mr. Bosse received his BA in Economics from Washington University, St. Louis, where he was awarded the John M. Olin Award for excellence in economics, and graduated summa cum laude. He received his MBA from the Wharton Business School, University of Pennsylvania.

In addition, he received his Chartered Financial Analyst designation in 1992 and is a member of the Association for Investment Management and Research and the Los Angeles Society of Financial Analysts.

Investment Spectrum

Effective May 1, 2008 Class B shares are only issued upon exchange of Class B shares from another Nuveen Fund or for purposes of dividend reinvestment. Effective December 31, 2008 the reinstatement privilege for Class B shares will no longer be available. Effective May 1, 2008, Class R shares were renamed Class I shares. See the Fund's prospectus for more information.