|
|
| 24.00 Net Asset Value | 0.00% 1 Day | +2.52% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 6.73% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -0.17% | 3 years | -- | |
| 3 months | +2.08% | 5 years | -- | |
| 1 year | -- | Since inception | +21.59% |
| NCAEX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +20.02% |
| Expense ratio | 6.73% | 1.16% |
| Risk 5 year sharpe ratio | -- | 1.32 |
| Net assets | $7.7M | $3.2B |
| Average market cap | $45.2B | $97.6B |
| Average P/E | 16.1 | 18.0 |
| Portfolio turnover | 24% | 24% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Nuveen |
| Fund manager & tenure | Robert Doll / 0 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | $2,500.00 |
| U.S. stock | 94.87% |
| International stock | 5.13% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| HPQ Hewlett-Packard Co | 5.23% |
| WLP WellPoint Inc | 5.19% |
| WDC Western Digital Corporation | 5.14% |
| NOC Northrop Grumman Corp | 5.14% |
| DLPH Delphi Automotive PLC | 5.13% |
| DTV Directv | 5.08% |
| BA Boeing Co | 5.07% |
| F Ford Motor Co | 5.04% |
| M Macy's Inc | 5.02% |
| UNH UnitedHealth Group Inc | 5.02% |
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