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Stable Growth

Nuveen
spiral staircase

Strategy description

Stable Growth seeks long-term capital appreciation. Combining fundamental and quantitative research, the strategy seeks to invest primarily in equity securities of large-cap companies that have historically exhibited stable and consistent earnings growth utilizing a fundamental, bottom-up approach.

Asset class: Growth

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

At-a-glance

Benchmark Russell 1000® Growth Index
Holdings range 40 - 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 Stable Growth Process Chart (image)
1. As of 30 Sep 2018, the investable universe was updated from the Russell 1000® Growth Index to the Russell 1000® Growth-Defensive Index.
 

Resources

More strategies
spiral staircase

Large Cap Growth
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International Growth ADR
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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. Growth stocks or growth investing may fall out of favor and underperform value stocks and other investing styles over any period of time. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks.

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