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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
Above Average
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-1.83% 3 years-0.89%
3 months-2.02% 5 years+1.02%
1 year+1.23% Since inception+10.91%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+1.02%+10.83%
Expense ratio1.58%1.33%
Risk 5 year sharpe ratio0.230.88
Net assets$67.7M$1.2B
Average market cap$35.1B$49.0B
Average P/E15.518.1
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 stock48.50%
U.S. stock43.73%
Fixed income2.83%
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 Oracle3.79%
-- 3.74%
-- 3.43%
UNM Unum Group3.31%
-- 3.05%
-- 2.68%
TEVA Teva Pharmaceutical2.62%
AZN AstraZeneca2.62%
C Citigroup2.55%
-- 2.53%