Morningstar tools for advisors: Compare or analyze a group of funds by using the plus button
Contact us
Contact us

Large Cap Core

Nuveen
perspective view of geometric columns

Strategy description

Large Cap Core invests primarily in large-capitalization stocks of U.S. companies. The strategy seeks long-term capital appreciation through balancing quantitative analysis with fundamental research in constructing a portfolio of securities of companies that we believe to have compelling business fundamentals.

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 45-60
Tracking error range 3% - 6%
Target alpha/Market cycle 200 – 300 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 ensure the investment thesis remains intact.

SMA Large CAp Core Process Chart (image)

 

Resources

More strategies
spiral staircase

Stable Growth
guy-standing-at-window

International Growth ADR
photo of lightbulbs

Small Cap Value
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 advisor 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. Growth style investing may fall out of favor and underperform other equity investments during given periods. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks. 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 affiliate of Nuveen, LLC.