Investment Strategy

A strategy that employs qualitative, bottom-up research in an effort to uncover equity securities of undervalued large- and mid-capitalization companies with identifiable catalysts to improve profitability and generate attractive risk-adjusted returns.

Who should invest

Investors Seeking:
  • Long-term total return potential from a value oriented equity investing strategy
  • Exposure to large capitalization stocks
  • To meet long-term financial goals

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. In addition, the Fund's potential investment in non-U.S. stocks presents other risks such as currency fluctuation, political and economic instability and different accounting standards. As with any mutual fund, possible loss of principal is a risk of investing.

Fund Basics: A Shares

Select Share Class: A | B | C | I | R3
Fund SymbolNQCAX
Fund Cusip67064Y628
Inception Date12/15/2006
Latest NAV as of 9/02/2010$15.46

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)

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