Nasdaq - Delayed Quote USD

Nuveen Investment Trust - Nuveen Large Cap Value Fund (NMMTX)

22.17 +0.29 (+1.33%)
At close: April 5 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return 10.00%
5y Average Return 8.01%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 35.49%
Worst 1Y Total Return (Feb 4, 2019) -11.37%
Best 3Y Total Return 35.49%
Worst 3Y Total Return 6.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NMMTX
Category
YTD
-6.55%
17.52%
1-Month
8.80%
-0.87%
3-Month
10.57%
5.51%
1-Year
-3.75%
42.88%
3-Year
0.19%
11.93%
5-Year
3.53%
12.07%
10-Year
0.00%
10.95%
Last Bull Market
24.00%
23.18%
Last Bear Market
-19.65%
-17.87%

Annual Total Return (%) History

Year
NMMTX
Category
2020
--
2.91%
2019
20.07%
25.04%
2018
-11.37%
-8.53%
2017
16.13%
15.94%
2016
19.04%
14.81%
2015
-9.74%
-4.05%
2014
13.40%
10.21%
2013
35.49%
31.21%

2012
14.61%
14.57%
2011
-1.69%
-0.75%
2010
13.55%
13.66%
2009
22.07%
24.13%
2008
--
-37.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -31.81% 17.16% 4.79% --
2019 9.70% 1.67% -1.69% 9.51%
2018 -1.91% 4.82% 4.75% -17.70%
2017 2.33% 0.98% 5.41% 6.62%
2016 2.41% 0.14% 5.91% 9.60%
2015 -0.12% -1.71% -10.26% 2.45%
2014 2.50% 4.42% 0.87% 5.04%
2013 11.59% 2.69% 6.22% 11.31%
2012 11.21% -3.77% 5.76% 1.26%
2011 6.05% -0.83% -16.96% 12.57%

2010 6.46% -11.53% 9.33% 10.28%
2009 -12.59% 14.48% 16.84% 4.40%
2008 -21.99% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 81
3-Month 36
1-Year 89
3-Year 92
5-Year 91

Load Adjusted Returns

1-Year -13.46%
3-Year -2.79%
5-Year 2.80%
10-Year 7.24%

Performance & Risk

YTD Return 10.00%
5y Average Return 8.01%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Nuveen
Net Assets 217.1M
YTD Return -6.55%
Yield 1.25%
Morningstar Rating
Inception Date Aug 04, 2008

Fund Summary

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 within the market capitalization range of the companies in the Russell 1000 Index on the last business day of the month in which its most recent reconstitution was completed.

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