Nuveen Investment Trust has released a new summary prospectus for its Large Cap Value Opportunities Fund, filed on October 30, 2026. This document is significant as it provides essential information for potential investors regarding the fund's objectives and associated fees.
Nuveen Investment Trust, based in Chicago, is an investment entity that focuses on various mutual funds. The firm operates under the Central Index Key (CIK) 0001013881 and has been active in the investment sector, particularly in mutual funds.
The filing states, "This summary prospectus is designed to provide investors with key Fund information in a clear and concise format." It emphasizes the importance of reviewing the complete prospectus for more detailed insights into the fund's risks and offerings.
The update may affect investors looking for transparent fee structures and clear investment objectives. The mutual fund industry, which includes various competitors, may respond to this filing by enhancing their own disclosures to attract investors.
The filing does not say what happens next.
Investment Objective
The investment objective of the Nuveen Large Cap Value Opportunities Fund is to provide investors with long-term capital appreciation. This goal is essential for potential investors to consider when evaluating the fund's alignment with their financial objectives.
Fees and Expenses
The summary prospectus outlines various fees and expenses associated with the fund. Notably, the maximum sales charge imposed on purchases for Class A shares is 5.75%, while Class C shares do not have a sales charge. Additionally, Class I shares also do not impose a sales charge. The filing specifies that investors may incur other fees, such as brokerage commissions, which are not included in the outlined fees.
For ongoing expenses, the total annual fund operating expenses are detailed as follows: Class A shares have expenses totaling 1.35%, Class C shares total 2.12%, and Class I shares total 1.07%. These percentages represent the costs that investors will incur annually based on the value of their investment.
Fee Waivers
The filing also mentions fee waivers and/or expense reimbursements, which can affect the overall cost for investors. For instance, the total annual fund operating expenses after fee waivers are reduced to 1.00% for Class A shares, 1.75% for Class C shares, and 0.74% for Class I shares.
Contact Information
Investors seeking more information can access the fund's complete prospectus and other relevant documents online at www.nuveen.com/prospectus or by calling (800) 257-8787. This accessibility is crucial for investors who want to make informed decisions regarding their investments.
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