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Nuveen Tradewinds Global All-Cap Fund Class R3 (NGARX)

Net Asset Value
1 Day
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies with varying market capitalizations. It invests at least 40%, and may invest up to 75%, of its net assets in non-U.S. equity securities. The fund may invest up to 25% of its net assets in equity securities of companies located in emerging market countries.


1 month-0.09% 3 years+1.26%
3 months+3.79% 5 years+2.28%
1 year+8.87% Since inception+10.84%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+2.28%+9.24%
Expense ratio1.60%1.30%
Risk 5 year sharpe ratio0.120.73
Net assets$60.5M$1.3B
Average market cap$35.4B$51.4B
Average P/E17.420.5
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenureThomas Ray / 0 Years
Minimal initial investment$0.00
Minimum IRA investment--


International stock46.49%
U.S. stock44.88%
Fixed income2.67%
Top 5 Sectors
Portfolio weighting
Industrial materials 33.47%
Energy 17.02%
Telecommunication 11.51%
Healthcare 8.54%
Utilities 7.72%
Top 10 Holdings
Portfolio weighting
ORCL Oracle3.89%
-- 3.77%
UNM Unum Group3.22%
-- 3.08%
C Citigroup2.97%
-- 2.80%
-- 2.79%
DOW Dow Chemical2.71%
-- 2.62%
-- 2.35%