Nasdaq - Delayed Quote USD

Nuveen Large Cap Value A (TCLCX)

21.34
+0.13
+(0.61%)
As of 8:08:58 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.51%
5y Average Return 18.38%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Apr 1, 2025) 33.93%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 33.93%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TCLCX
Category
YTD
6.04%
4.44%
1-Month
0.92%
-4.04%
3-Month
-0.90%
4.09%
1-Year
15.66%
14.37%
3-Year
9.92%
6.04%
5-Year
13.81%
9.20%
10-Year
8.61%
8.57%
Last Bull Market
15.77%
22.97%
Last Bear Market
-13.24%
-11.27%

Annual Total Return (%) History

Year
TCLCX
Category
2024
14.42%
--
2023
13.97%
11.63%
2022
-7.18%
-5.90%
2021
26.59%
26.22%
2020
3.23%
2.91%
2019
28.52%
25.04%
2018
-14.40%
-8.53%
2017
12.14%
15.94%

2016
18.23%
14.81%
2015
-4.95%
-4.05%
2014
8.80%
10.21%
2013
33.93%
31.21%
2012
19.21%
14.57%
2011
-5.87%
-0.75%
2010
17.84%
13.66%
2009
30.72%
24.13%
2008
-39.95%
-37.09%
2007
-0.19%
1.42%
2006
21.15%
18.15%
2005
4.88%
5.95%
2004
20.59%
12.97%
2003
33.32%
28.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.75% -0.87% 7.69% -2.34%
2023 0.50% 5.70% -2.41% 9.94%
2022 -1.65% -13.24% -4.84% 14.32%
2021 11.68% 4.98% -0.62% 8.66%
2020 -26.72% 13.84% 5.40% 17.42%
2019 11.93% 4.43% 0.98% 8.89%
2018 -2.68% 1.41% 3.77% -16.42%
2017 3.68% 0.00% 4.16% 3.84%
2016 0.72% 3.95% 5.80% 6.74%
2015 1.27% -0.28% -10.56% 5.24%

2014 1.41% 4.40% -1.00% 3.80%
2013 11.95% 3.49% 5.25% 9.83%
2012 13.04% -3.15% 6.26% 2.47%
2011 5.66% -1.56% -19.52% 12.44%
2010 7.89% -12.50% 11.66% 11.79%
2009 -12.80% 22.83% 19.91% 1.78%
2008 -10.43% -5.78% -7.86% -22.78%
2007 2.17% 6.82% -2.75% -5.96%
2006 6.95% -0.81% 4.77% 9.01%
2005 -1.87% 1.47% 2.38% 2.89%
2004 3.83% 0.92% 0.84% 14.13%
2003 -5.63% 18.42% 3.60% 15.15%

Rank in Category (By Total Return)

YTD 16
1-Month 36
3-Month 31
1-Year 49
3-Year 32
5-Year 37

Load Adjusted Returns

1-Year 9.01%
3-Year 7.77%
5-Year 12.47%
10-Year 7.97%

Performance & Risk

YTD Return 2.51%
5y Average Return 18.38%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Nuveen
Net Assets 6.82B
YTD Return 6.04%
Yield 1.20%
Morningstar Rating
Inception Date Oct 01, 2002

Fund Summary

Under normal circumstances, 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 value companies. The fund may invest up to 20% of its assets in foreign investments.

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