2 / 5 Stars
2 2 3 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 24.19 percent over the past year, 13.99 percent over the past three years, 17.15 percent over the past five years, and 6.03 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.2%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||17.1%|
|10 Years (Annualized)||6.0%|
The investment seeks 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 common stocks of large-capitalization companies, defined as companies that have market capitalizations of $5 billion or greater. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. In addition, the fund may invest up to 25% of its assets, collectively, in non-dollar denominated equity securities of non-U.S. issuers and in dollar-denominated equity securities of non-U.S. issuers.
Fees are High compared to funds in the same category.
Nuveen Large Cap Select Fund has an expense ratio of 2.07 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.