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Mid Cap Value

Nuveen
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Strategy description

Mid Cap Value is a diversified mid-cap value portfolio that buys quality companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.

Asset class: Value

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

At-a-glance

Benchmark Russell MidCap®  Value Index
Holdings range 60 - 90
Tracking error range(%) 3 - 7%
Target alpha/market cycle 300 basis points
Sectors +/- 10% versus Russell MidCap® Value Index

 

Investment process

Integrated research platform combines fundamental and quantitative analysis to rate companies with attractive fundamentals, valuations and catalysts. Bottom-up investment selection emphasizes undervalued companies with identifiable catalysts to construct a high-conviction portfolio that invests across the value spectrum.

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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, 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. 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.