Nuveen NWQ Large Cap Value Fund Class R3 (NQCQX)
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Nuveen NWQ Large Cap Value Fund Class R3
Nuveen Investment Trust
333 West Wacker Drive 32Nd Floor
Chicago IL 60606
800-257-8787
Management Information
Jon D. Bosse,Lead Manager since December 14, 2006
Jon D. Bosse, CFA, Co-President, Chief Investment Officer and Portfolio Manager at NWQ since 1996. Prior to joining NWQ, Mr. Bosse spent ten years with ARCO Investment Management Company where, in addition to managing a value-oriented fund, he was the Director of Equity Research. Previously, he spent four years with ARCO in Corporate Finance. Mr. Bosse received his B.A. in Economics from Washington University, St. Louis. He received his M.B.A. from the Wharton Business School, University of Pennsylvania.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Value
Fund FamilyNuveen
Net Assets20.07M
YTD Return20.80%
Yield2.63%
Morningstar Rating★
Inception DateSept 28, 2009
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover59.00%
Average for CategoryN/A
Fees & Expenses
ExpenseNQCQXCategory Average
Annual Report Expense Ratio (net)1.25%0.90%
Prospectus Net Expense Ratio1.25%N/A
Prospectus Gross Expense Ratio1.65%N/A
Max 12b1 Fee0.50%N/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection451N/A
5 Yr Expense Projection830N/A
10 Yr Expense Projection1,894N/A
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