3 / 5 Stars
4 4 4 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#88 in Large Value
U.S. News evaluated 325 Large Value 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 22.88 percent over the past year, 13.14 percent over the past three years, 18.09 percent over the past five years, and 7.33 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||7.3%|
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 of large-capitalization companies. Large capitalization companies are defined as companies that have market capitalizations at the time of purchase within the market capitalization range of the companies in the Russell 1000 Index immediately after its most recent reconstitution prior to such purchase.
Fees are High compared to funds in the same category.
Nuveen Multi-Manager Large-Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.