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Nuveen Mid Cap Value R6 (TIMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.51+0.16 (+0.92%)
At close: 08:01PM EDT

Nuveen Mid Cap Value R6

New York NY 10017

730 Third Ave.

Tiaa-cref Funds

Management Information
David A Chalupnik,Lead Manager since January 16, 2020
David oversees all portfolio management activities for Nuveen’s actively managed U.S. equities strategies. He is the lead portfolio manager for several core and value-focused equities strategies and related institutional portfolios. David also manages several Santa Barbara Asset Management Dividend Growth strategies. Prior to joining the firm in 2002, David served as chief investment officer for Duff & Phelps Investment Management Company. David was also head of the equity investment division of Allstate Insurance Company. He began working in the investment industry in 1984. David graduated with a B.S. in Commerce and an M.B.A. from DePaul University. He holds the CFA® designation and is a member of the CFA® Institute.
Morningstar Style Box
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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 Assets1.69B
YTD Return3.52%
Yield1.58%
Morningstar Rating★★
Inception DateSept 30, 2002

Fund Operations

Last Dividend0.27
Last Cap Gain0.00
Holdings Turnover78.00%
Average for CategoryN/A

Fees & Expenses

ExpenseTIMVXCategory Average
Annual Report Expense Ratio (net)0.71%1.01%
Prospectus Net Expense Ratio0.71%N/A
Prospectus Gross Expense Ratio0.71%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