Nuveen Symphony Low Volatility Equity Fund A (NOPAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation with lower absolute volatility than the broad equity market. Under normal market conditions- the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities. It may invest in companies of any size. The goal of the portfolio construction process is to produce long-term returns superior to the broad equity market with lower absolute volatility. Volatility is one way to measure risk and- in this context- refers to the variability of the fund's or the market's returns.


1 month-0.09% 3 years+9.18%
3 months+1.01% 5 years+12.77%
1 year+15.84% Since inception+8.06%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.77%+13.81%
Expense ratio1.22%1.10%
Risk 5 year sharpe ratio1.251.17
Net assets$134.8M$3.6B
Average market cap$62.7B$154.1B
Average P/E21.026.8
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenureGunther Stein / 7 Years
Minimal initial investment$3,000.00
Minimum IRA investment$2,500.00


U.S. stock98.53%
International stock1.78%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 24.88%
Healthcare 20.43%
Hardware 9.71%
Utilities 9.60%
Industrial materials 9.04%
Top 10 Holdings
Portfolio weighting
AMZN Amazon3.84%
MSFT Microsoft3.41%
V Visa2.44%
JPM JPMorgan Chase2.42%
MA MasterCard2.15%
JNJ Johnson & Johnson2.13%
GOOGL Google1.96%
INTC Intel1.84%
WM Waste Management Inc1.69%
MDT Medtronic PLC1.68%