0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?
Separately Managed Accounts

Concentrated Core

Nuveen
SMA core

Strategy description

Concentrated Core seeks long-term capital appreciation. Combining fundamental and quantitative research, the strategy invests in large-capitalization stocks of U.S. companies to construct a concentrated portfolio of securities that we believe to have above-average growth potential at attractive prices.

Asset class: Core

For term definitions and index descriptions, please access the glossary in the footer.

At a glance

 
Benchmark Russell 1000® Index
Holdings range ~20
Tracking error range 3 – 6%
Target alpha/market cycle 200 – 400 basis points

Investment process

Integrated research platform combines fundamental and quantitative analysis to review and rank companies with attractive fundamentals, valuations and catalysts. Highly rated stocks from both disciplines are evaluated for inclusion, and a bottom-up, stock-driven approach considers the risk/reward trade-off to construct the portfolio within risk parameters. Holdings are actively monitored to maintain the investment thesis.

SMA Concentrated Core Process Chart (image)

            Resources

Back to Top

A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives.

SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.

Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.

A word on risk

All investments carry a certain degree of risk and it is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. The strategy is non-diversified, meaning it may invest a larger portion of its assets in the securities of a limited number of issuers and may be more sensitive to any single economic, business, political or regulatory occurrence than a diversified portfolio. Use of models and analytical, quantitative and risk management tools and techniques is no guarantee of investment success or positive performance. These models are dynamic and as a result, the variables or factors or components may change over time. Models are based on historical data, which is not indicative of future results. Other tools may produce substantially different success and failure outcomes.

Nuveen Asset Management, LLC is a registered investment adviser and an investment specialist of Nuveen, LLC.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us