Nuveen Large Cap Value A (TCLCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
25.36
+0.16 (0.63%)
At close: Nov 28, 2025
4.23%
Fund Assets6.25B
Expense Ratio0.75%
Min. Investment$2,500
Turnover19.00%
Dividend (ttm)0.82
Dividend Yield3.25%
Dividend Growth-50.19%
Payout FrequencyAnnual
Ex-Dividend Daten/a
Previous Close25.20
YTD Return15.54%
1-Year Return7.95%
5-Year Return92.04%
52-Week Low20.02
52-Week High25.36
Beta (5Y)0.92
Holdings83
Inception DateSep 30, 2002

About TCLCX

Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund's benchmark index, the Russell 1000® Value Index, that the fund's investment adviser believes appear undervalued by the market based on an evaluation of their potential worth. The fund may invest up to 20% of its assets in foreign investments.

Fund Family Nuveen
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TCLCX
Share Class Class A
Index Russell 1000 Value TR

Performance

TCLCX had a total return of 7.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.51%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VWNFXVanguardVanguard Windsor II Inv0.32%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
TRLIXClass R60.41%
TRLHXClass I0.50%
TRCPXPremier Class0.56%
TRLCXRetirement Class0.66%

Top 10 Holdings

25.45% of assets
NameSymbolWeight
JPMorgan Chase & Co.JPM4.33%
Alphabet Inc.GOOG3.56%
Berkshire Hathaway Inc.BRK.B2.47%
Johnson & JohnsonJNJ2.42%
Bank of America CorporationBAC2.41%
Wells Fargo & CompanyWFC2.28%
RTX CorporationRTX2.19%
Amazon.com, Inc.AMZN2.04%
The Goldman Sachs Group, Inc.GS1.91%
Abbott LaboratoriesABT1.84%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 6, 2024$0.82434Dec 9, 2024
Dec 8, 2023$1.65511Dec 8, 2023
Dec 9, 2022$1.11745Dec 9, 2022
Dec 10, 2021$1.93371Dec 10, 2021
Dec 11, 2020$0.30222Dec 11, 2020
Dec 6, 2019$0.33136Dec 6, 2019
Full Dividend History