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

Large Cap Value Balanced

NWQ
nails and screws

Strategy description

Large Cap Value Balanced is a blended portfolio of equity and fixed income investments. The portfolio is constructed based on three disciplines: asset allocation, opportunistic value-oriented stock selection within the specific equity strategy discipline, and high-quality fixed income management. Asset allocation is determined by relative valuations of equities and fixed income instruments based upon long-term expected returns of these asset classes. Fixed income investments are invested with an all sector strategy that seeks to enhance returns predominantly by investing in undervalued sectors/securities.

Asset class: Value

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

At-a-glance

Benchmark 60% Russell 1000® Value Index/
40% Bloomberg Barclays U.S. Government/Credit Bond Index
Number of Positions Typically 35 - 50 stocks
Investment Universe U.S. equities

Fixed Income
Equity Allocation 50 - 70%
Fixed Income Duration Target ± 15% of the Index

 

Investment Process

Our research team performs extensive bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation, and the ability to capitalize on improving industry fundamentals.

More strategies
photo of lightbulbs

Small Cap Value
drone photo of airport

International Value (ADR)
perspective view of geometric columns

Large Cap Core
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. Debt or fixed income securities are subject to market risk, credit risk, interest rate risk, call risk, and income risk. As interest rates rise, bond prices fall. Below investment grade or high yield debt securities are subject to liquidity risk and heightened credit risk. Investments in mortgage-backed and asset-backed securities are subject to prepayment risks. There is no assurance that the private guarantors or insurers will meet their obligations.

NWQ Investment Management Company, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.