Be Selective in Dynamic Markets


Large Cap Equity Series

Benefit from Expertise

Gain Perspective

Bob Doll has been successfully managing large cap equity
portfolios for more than thirty-five years through growth and
recessionary environments. Bob and his team have
developed a consistent, repeatable process designed to
help investors reach their investment and retirement goals.

It's easy to commit to investing in rising markets but harder
during market disruptions. To help guide investors, Bob Doll
provides actionable insights through frequent market
and portfolio commentary, media appearances and meetings
with advisors and investors.

Interested in the latest developments in the equity markets?

  Follow @BobDollNuveen on Twitter for the latest insights

Bob Doll's Latest Tweet

The jump in ISM index levels appears to be due in part to rush deliveries that occurred before the hurricanes: https://t.co/pEpJf1gV21

@BobDollNuveen

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The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

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