Nuveen Concentrated Core Fund

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Nuveen funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 28.66 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 7.9%
1 Year 28.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more NCAEX performance

Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities. Its sub-adviser will focus on larger capitalization companies in the Russell 1000 Index, and will select securities using an investment process that combines quantitative techniques, fundamental analysis and risk management. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Nuveen Concentrated Core Fund has an expense ratio of 1.97 percent.

See more NCAEX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more NCAEX risk