Nuveen Multi Cap Value I (NQVRX)
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Nuveen Multi Cap Value I
Chicago IL 60606
333 West Wacker Drive 32Nd Floor
Nuveen Investment Trust
312-917-8146
Management Information
Jon D. Bosse,Lead Manager since November 3, 1997
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
CategoryMid-Cap Value
Fund FamilyNuveen
Net Assets422.25M
YTD Return4.21%
Yield1.24%
Morningstar Rating★★★★
Inception DateDec 8, 2002
Fund Operations
Last Dividend0.61
Last Cap Gain15.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseNQVRXCategory Average
Annual Report Expense Ratio (net)0.98%1.01%
Prospectus Net Expense Ratio0.98%N/A
Prospectus Gross Expense Ratio1.03%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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