Nasdaq - Delayed Quote USD

Nuveen Large Cap Value Premier (TRCPX)

23.03
0.00
(0.00%)
At close: 8:04:23 PM EDT

Fund Summary

Under normal circumstances, 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 value companies. The fund may invest up to 20% of its assets in foreign investments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.22%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

Performance & Risk

YTD Return 4.44%
5y Average Return 12.94%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
TRCPXCategory AverageTRCPXCategory AverageTRCPXCategory Average
Alpha -3.06 -0.01 -0.21 -0.03 -3.84 -0.03
BETA 0.91 0.01 0.9 0.01 0.99 0.01
Mean Annual Return 0.91 0.01 1.23 0.01 0.78 0.01
R-squared 82.27 0.78 80.27 0.83 86.22 0.84
Standard Deviation 16.69 0.17 16.33 0.19 16.43 0.16
Sharpe Ratio 0.37 0 0.72 0 0.45 0.01
Treynor Ratio 5.7 0.04 12.52 0.07 6.34 0.08

Related Tickers