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NUVEEN INVESTMENT TRUST III

CIK: 0001071336 Equity
Report date: 2026-04-27
AUM $2.0B
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-27

About this Fund

Nuveen Investment Trust III is a renowned mutual fund company that has been at the forefront of asset management, providing a comprehensive range of investment solutions to cater to the diverse needs of its clients. With a strong focus on wealth management, the company offers an array of mutual fund products, including equity, debt, hybrid, and specialty funds, designed to help investors achieve their long-term financial objectives. By leveraging its expertise and experience in investment management, Nuveen Investment Trust III enables investors to create a well-diversified portfolio, tailored to their risk tolerance and investment goals. The company's mutual funds are structured to provide investors with a systematic investment plan, or SIP, allowing them to invest a fixed amount of money at regular intervals, thereby promoting disciplined investing and helping to reduce market volatility. Nuveen Investment Trust III's investor-centric approach is built around providing exceptional customer service, transparency, and accountability, which has earned the trust of its clients over the years. The company's investment team, comprising seasoned professionals with extensive experience in asset management, works tirelessly to identify opportunities and mitigate risks, ensuring that investors' hard-earned money is managed with prudence and care. By adopting a rigorous research-based approach to investment, Nuveen Investment Trust III's team of experts strives to deliver consistent performance, while minimizing risk, thereby helping investors to achieve their financial aspirations. The company's commitment to excellence in investment management, combined with its passion for delivering outstanding results, has made it a trusted partner for investors seeking to grow their wealth over the long term. As a leading mutual fund company, Nuveen Investment Trust III recognizes the importance of adapting to changing market conditions and evolving investor needs. The company's investment strategies are designed to be flexible and responsive, allowing it to capitalize on emerging opportunities and navigate complex market environments with ease. By maintaining a strong focus on risk management, Nuveen Investment Trust III ensures that its investors' interests are protected, even in turbulent market conditions. With its proven track record of delivering strong investment performance, coupled with its unwavering commitment to transparency and accountability, Nuveen Investment Trust III has established itself as a trusted name in the mutual fund industry, attracting a loyal client base of discerning investors who value the company's expertise and dedication to wealth management. By choosing Nuveen Investment Trust III, investors can benefit from the company's extensive experience, expertise, and resources, thereby gaining a competitive edge in their investment journey.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

21 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 RH RH Since 2026-05-10 76133MAB7 LON
0.05%
$1.08 1,097,945
2 VSAT VIASAT INC Since 2026-05-10 92555WAD7 LON
0.02%
$0.34 334,401
3 GTLS CHART INDUSTRIES INC Since 2026-05-10 16115QAF7 Debt
0.14%
$2.80 2,695,000
4 VSAT Viasat Inc Since 2026-05-10 92555WAF2 LON
0.29%
$5.87 5,858,874
5 CVNA Carvana Co Since 2026-05-10 146869AN2 Debt
0.10%
$2.08 2,000,000
6 GTLS Chart Industries Inc Since 2026-05-10 16115EAT4 LON
0.26%
$5.28 5,262,739
7 BGS B&G Foods Inc Since 2026-05-10 05508TAV4 LON
8 AMC AMC Entertainment Holdings Inc Since 2026-05-10 00164CAD7 LON
0.21%
$4.13 4,197,727
9 CZR Caesars Entertainment Inc Since 2026-05-10 12768EAG1 LON
0.31%
$6.12 6,146,744
10 CZR Caesars Entertainment Inc Since 2026-05-10 12768EAH9 LON
0.22%
$4.45 4,476,110
11 NRG NRG Energy Inc Since 2026-05-10 BL4813392 LON
0.12%
$2.36 2,352,000
12 OGN Organon & Co Since 2026-05-10 BL4871606 LON
0.40%
$8.05 8,308,796
13 NFE New Fortress Energy Inc Since 2026-05-10 64439HAC3 LON
0.20%
$3.91 8,021,000
14 SGI Somnigroup International Inc Since 2026-05-10 88025BAP6 LON
0.13%
$2.59 2,571,887
15 UNIT Uniti Group Inc Since 2026-05-10 912932100 Equity (Common)
0.02%
$0.32 43,453
16 OPLN OPENLANE Inc Since 2026-05-10 BL5245164 LON
0.12%
$2.37 2,366,000
17 AMRX Amneal Pharmaceuticals LLC Since 2026-05-10 03167DAS3 LON
0.05%
$1.00 997,500
18 DY Dycom Industries Inc Since 2026-05-10 26747FAV1 LON
0.16%
$3.27 3,253,000
19 UNIT Uniti Group Inc Since 2026-05-10 97382C206 Equity (Common)
0.01%
$0.29 277
20 BMRN BioMarin Pharmaceutical Inc Since 2026-05-10 N/A LON
0.29%
$5.89 5,890,000
21 ROCK Gibraltar Industries Inc Since 2026-05-10 N/A LON
0.13%
$2.50 2,497,846
Frequently Asked Questions — NUVEEN INVESTMENT TRUST III
What type of mutual fund is NUVEEN INVESTMENT TRUST III?
NUVEEN INVESTMENT TRUST III is a SEC-registered Equity fund, with $2.0B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, NUVEEN INVESTMENT TRUST III holds 21 portfolio positions, all detailed in the holdings table on this page.
What are NUVEEN INVESTMENT TRUST III's assets under management (AUM)?
NUVEEN INVESTMENT TRUST III has $2.0B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are NUVEEN INVESTMENT TRUST III's top holdings?
According to NUVEEN INVESTMENT TRUST III's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include RH, VIASAT INC, CHART INDUSTRIES INC , among others. The complete list of all 21 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is NUVEEN INVESTMENT TRUST III's expense ratio?
Expense ratio data for NUVEEN INVESTMENT TRUST III is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find NUVEEN INVESTMENT TRUST III's SEC filings?
NUVEEN INVESTMENT TRUST III is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001071336. You can access all of NUVEEN INVESTMENT TRUST III's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001071336). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is NUVEEN INVESTMENT TRUST III's holdings data on StockSifting?
Holdings data for NUVEEN INVESTMENT TRUST III on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.