About TCLCX
Nuveen Large Cap Value Fund Class A is a mutual fund focused on delivering long-term total return, primarily through capital appreciation, by investing predominantly in large-cap equity securities of U.S. companies. The fund's strategy targets stocks that appear undervalued based on a variety of valuation criteria, such as price-to-book, price-to-earnings ratios, and dividend yield. The management team places particular emphasis on firms with normalized earnings and high operating leverage, which can result in greater performance variability, especially during market downturns. While the portfolio is mainly domestic, up to 20% of assets may be allocated to foreign equities, adding a measure of diversification. Notably, the fund tends to concentrate holdings, with approximately 24% of assets in its ten largest investments. Sectors most represented include financial services, healthcare, energy, and consumer defensive. The fund is designed for investors seeking exposure to established, value-oriented companies and typically maintains a moderate turnover rate, reflecting a relatively stable investment approach. With over $6 billion in assets, it plays a significant role in the large value segment of the mutual fund market.
Fund Family Nuveen
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TCLCX
Share Class Class A
Index Russell 1000 Value TR
TCLCX had a total return of 29.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.83%.
