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U.S. Large Cap Growth

  • Rigorous fundamental research: Research intensive, bottom-up stock selection process that seeks to identify companies anticipated to deliver attractive future annual growth and high or rising return on invested capital
  • Flexible growth approach: Classifies universe into consistent, dynamic and cyclical growth categories with unique risk and return profiles seeking to provide portfolio diversification across market and business cycles
  • Sector-specialized portfolio analysts: Focus on sources of fundamental information to execute proprietary research and help construct the portfolio

Strategy description

U.S. Large Cap Growth invests in large-cap growth equities, seeking to consistently outperform the benchmark over time on a risk-adjusted basis. The portfolio is carefully constructed to differ from its large cap growth benchmark in order to help maximize opportunity for excess returns over the long term.

Investment process

Bottom-up, fundamental research targets companies anticipated to deliver attractive future annual growth and high or rising return on invested capital. Sector-specialized portfolio analysts are positioned closely to sources of fundamental information to execute proprietary research and help construct the portfolio. A fundamental sell discipline seeks to control risk and help protect capital.

 

At-a-glance

Benchmark

Russell 1000® Growth Index

Market Cap at Purchase

> $4 billion

Typical Holdings Range

45 - 55

Price to Earnings Ratios

Diversify across range of growth rates 12-50% per year, generally averaging 18%

Typical Maximum Position Size

5% or benchmark weight plus 2.5%

Sector Exposure

+/- 10% benchmark weight

Typical Cash Exposure

< 10% 
 

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, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. A focus on dividend-paying securities presents the risks of greater exposure to certain economic sectors rather than the broad equity market (sector or concentration risk). Foreign investments involve additional risks. The strategy’s potential investment in non-U.S. stocks presents risks such as political risk, exchange rate risk, lack of liquidity and inflationary risk, economic change, social unrest, changes in government relations, and different accounting standards. This strategy may invest in American Depositary Receipts (ADRs). ADRs do not eliminate the currency and economic risks for the underlying shares in another country. Dividends are not guaranteed and will fluctuate. Dividend yield is one component of performance and should not be the only consideration for investment.

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

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