Nuveen Symphony Large-Cap Value I
C/O John Nuveen & Co Inc 333 W Wacker Dr 32nd Fl Chicago IL 60606
Map
Phone: 800-257-8787
| Category: | Large Value | | Fund Family: | Nuveen | | Net Assets: | 290.00K | | Year-to-Date Return: | 14.88% | | Yield: | 1.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-May-06 |
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David Wang
Lead Manager since
17-Apr-07 | | | Wang is a portfolio manager of Symphony,which he joined in 1994 from BARRA, Inc. At BARRA, he was responsible for investment strategy research, portfolio construction and rebalancing of several domestic and global equity funds. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of net assets in equity securities of companies with market capitalizations at the time of investment comparable to companies in the Russell 1000 Value Index. It will not be forced to sell a stock because it has exceeded or fallen below the current market capitalization range. |
| Last Dividend
(30-Dec-08):
| 0.18 | | Last Cap Gain
(15-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 130.00% | | Average for Category:
| 75.50% |
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| Expense | NSLIX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.14% Nasdaq 
0.19 (1.11%) 
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