Investment Strategy
| A portfolio that invests at least 80% of its net assets in equity securities of U.S. Companies with market capitalization in excess of $4 billion at the time of purchase. |
|
Who should invest
| For investors who are seeking: | - Long-term capital appreciation potential.
- Exposure to growth-oriented, 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. Investments in foreign stocks present additional risks, including foreign company risk, market risk, currency risk and correlation risk. As with any mutual fund, possible loss of principal is a risk of investing. |
|
|
Fund Basics: Shares
Select Share Class:
A | I | R3
| Fund Symbol | NWCAX |
| Fund Cusip | 670725688 |
| Inception Date | 5/15/2009 |
| Latest NAV as of 9/03/2010 | $25.80 |
| Fund Symbol | |
| Fund Cusip | |
| Inception Date | |
| Latest NAV as of | |
| Fund Symbol | |
| Fund Cusip | |
| Inception Date | |
| Latest NAV as of | |
| Fund Symbol | NWCRX |
| Fund Cusip | 670725654 |
| Inception Date | 5/15/2009 |
| Latest NAV as of 9/03/2010 | $25.72 |
| Fund Symbol | NVLIX |
| Fund Cusip | 670725662 |
| Inception Date | 5/15/2009 |
| Latest NAV as of 9/03/2010 | $25.89 |
|
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)
|
|
Clark J. Winslow has served as the Chief Executive Officer and a portfolio manager at Winslow Capital since 1992. Mr. Winslow was a Senior Vice President at Alliance Capital Management from 1987-1992, where he managed over $1.1 billion in institutional assets. He served as a Managing Director at J. W. Bristol & Co. from 1980-1987. He started in portfolio management at MacKay-Shields Financial in 1975. He began his career as an institutional research analyst at Baker, Weeks & Co. in 1966. Mr. Winslow earned a B.A. from Yale University and an M.B.A. from Harvard Business School.
Justin H. Kelly, CFA, is a Senior Managing Director and portfolio manager at Winslow Capital and has been with the firm since 1999. Previously, Mr. Kelly was co-head of the Technology Research Team at Investment Advisers, Inc. in Minneapolis from 1997-1999. For the prior four years, he was an investment banker in New York City for Prudential Securities and then Salomon Brothers. Mr. Kelly graduated Summa Cum Laude from Babson College and holds a B.S. degree in finance and investments.
R. Bart Wear, CFA, is a Senior Managing Director and portfolio manager at Winslow Capital and has been with the firm since 1997. He previously was a partner and equity manager at Baird Capital Management. Prior to that, he was the lead equity manager and analyst of the growth product at Firstar Investment Research and Management Company, where he was responsible for management of over $2 billion in separately managed institutional accounts, mutual funds and commingled trust funds. He holds a B.S. in finance from Arizona State University.
|
|
|
|
|
|
|
|
|
|