Nasdaq - Delayed Quote USD

Nuveen Large Cap Value Premier (TRCPX)

22.75
+0.14
+(0.62%)
At close: 8:08:59 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.54%
5y Average Return 18.55%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 1, 2025) 34.22%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 34.22%
Worst 3Y Total Return 4.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRCPX
Category
YTD
6.03%
4.44%
1-Month
0.91%
-4.04%
3-Month
-0.90%
4.09%
1-Year
15.81%
14.37%
3-Year
10.07%
6.04%
5-Year
13.96%
9.20%
10-Year
8.77%
8.57%
Last Bull Market
15.87%
22.97%
Last Bear Market
-13.18%
-11.27%

Annual Total Return (%) History

Year
TRCPX
Category
2024
14.59%
--
2023
14.15%
11.63%
2022
-7.14%
-5.90%
2021
26.80%
26.22%
2020
3.42%
2.91%
2019
28.69%
25.04%
2018
-14.24%
-8.53%
2017
12.31%
15.94%

2016
18.46%
14.81%
2015
-4.84%
-4.05%
2014
9.01%
10.21%
2013
34.22%
31.21%
2012
19.47%
14.57%
2011
-5.81%
-0.75%
2010
18.02%
13.66%
2009
--
24.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.77% -0.82% 7.69% -2.26%
2023 0.53% 5.76% -2.38% 9.99%
2022 -1.71% -13.18% -4.86% 14.37%
2021 11.67% 5.03% -0.59% 8.76%
2020 -26.71% 13.88% 5.41% 17.55%
2019 11.95% 4.42% 1.06% 8.94%
2018 -2.63% 1.41% 3.78% -16.31%
2017 3.71% 0.05% 4.17% 3.90%
2016 0.76% 4.01% 5.84% 6.80%
2015 1.28% -0.22% -10.55% 5.26%

2014 1.48% 4.38% -0.91% 3.86%
2013 12.05% 3.52% 5.29% 9.90%
2012 13.11% -3.06% 6.32% 2.48%
2011 5.67% -1.59% -19.44% 12.44%
2010 7.86% -12.42% 11.72% 11.82%
2009 1.82% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 36
3-Month 31
1-Year 46
3-Year 29
5-Year 33

Load Adjusted Returns

1-Year 15.81%
3-Year 10.07%
5-Year 13.96%
10-Year 8.77%

Performance & Risk

YTD Return 2.54%
5y Average Return 18.55%
Rank in Category (ytd) 17
% 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 6.03%
Yield 1.23%
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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