Investment Strategy
| A strategy that seeks to invest in large capitalization value stocks using a bottom-up stock selection process that evaluates individual companies through multiple quantitative and qualitative techniques. |
|
Who should invest
For investors who are seeking:
| - Long-term total return potential from a value-oriented equity investing strategy
- Exposure to large capitalization stocks
|
|
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. |
|
|
Fund Basics: Shares
Select Share Class:
A | C | I | R3
| Fund Symbol | NSLAX |
| Fund Cusip | 67065W480 |
| Inception Date | 5/31/2006 |
| Latest NAV as of 9/02/2010 | $16.68 |
| Fund Symbol | |
| Fund Cusip | |
| Inception Date | |
| Latest NAV as of | |
| Fund Symbol | NSLCX |
| Fund Cusip | 67065W464 |
| Inception Date | 5/31/2006 |
| Latest NAV as of 9/02/2010 | $16.52 |
| Fund Symbol | NLCVX |
| Fund Cusip | 670725639 |
| Inception Date | 5/05/2009 |
| Latest NAV as of 9/02/2010 | $16.67 |
| Fund Symbol | NSLIX |
| Fund Cusip | 67065W456 |
| Inception Date | 5/31/2006 |
| Latest NAV as of 9/02/2010 | $16.70 |
|
Investment Style
Style boxes reflect the investment strategies and various types of securities in which the fund intends to principally invest as outlined in the prospectus. A box will be filled in if a fund invests a substantial amount under normal circumstances in that category. Market capitalization represents Nuveen Investments’ standard definitions for the aggregate value of a company or stock. "Large Cap" represents $5 billion and above; "Medium" or "Mid-Cap" represents $1 billion to $5 billion; "Small-Cap" represents less than $1 billion. Style represents the approach to investing. Growth seeks companies with above average earnings growth or potential; Value seeks stocks priced near or below the value of the company’s assets. Blend is a mixture of both value and growth stocks in a fund.
|
|
Portfolio Manager(s)
|
|
Gunther Stein, Director of Investment Strategies, is a portfolio manager for the Fund. Prior to joining Symphony in 1999, Mr. Stein was a high yield portfolio manager at Wells Fargo Bank, where he managed a high yield portfolio, was responsible for investing in public high yield bonds and bank loans and managed a team of credit analysts.
Ross Sakamoto, Co-Director of Equity, is responsible for leading Symphony’s equity investment strategies and overseeing the equity trading and research activities. Mr. Sakamoto has over twenty years of industry experience and returns to Symphony after having spent six years with Symphony from 1996 to 2002 as an Equity Portfolio Manager of long-only and hedged strategies. Most recently, Mr. Sakamoto was a Director in the Quantitative Services group at Deutsche Bank Advisors focusing on business development. Prior to Deutsche Bank, he focused on program trading at Bear Stearns & Company. Mr. Sakamoto holds a BS in business administration from University of California, Berkeley. |
|
|
|
|
Effective June 16, 2010, Gunther Stein became portfolio manager of the Nuveen Symphony Large-Cap Value Fund, succeeding David Wang and Rick Brandt, who are no longer portfolio managers of the Fund. Effective July 30, 2010, Ross Sakamoto was named portfolio manager of the Fund, joining Gunther Stein as a manager. There have been no changes in the Fund’s investment objectives or policies.
|
|
|
|
|