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Large Cap Value

Nuveen
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Strategy description

Large Cap Value invests primarily in large-capitalization value stocks of U.S. companies. The strategy seeks long-term capital appreciation through balancing fundamental and quantitative research in constructing a portfolio of securities of companies that we believe are attractively valued with compelling business fundamentals.

Asset class: Value

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

At-a-glance

Benchmark Russell 1000® Value 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 maintain the investment thesis.

SMA Large Cap Value Process Chart (image)

 

Resources

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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. Value style investing presents the risk that the holdings or securities may never reach their full market value because the market fails to recognize what the portfolio management team considers the true business value or because the portfolio management team has misjudged those values. In addition, value style investing may fall out of favor and underperform growth or other style investing during given periods.

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