Nuveen Tradewinds Global All Cap Fund Class C (NWGCX)

27.57
Net Asset Value
-1.01%
1 Day
+5.27%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
2.12%
Expense Ratio
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.

Performance

1 month+7.20% 3 years+6.44%
3 months+8.28% 5 years+3.58%
1 year+2.29% Since inception+6.15%
Data through --

Peer Comparisonvs. World stock

 NWGCXCategory
Performance 5-yr return+3.58%+9.45%
Expense ratio2.12%1.39%
Risk 5 year sharpe ratio0.250.69
Net assets$125.3M$1.3B
Average market cap$17.6B$44.7B
Average P/E14.418.4
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenureEmily Alejos / 3 Years
Minimal initial investment$3,000.00
Minimum IRA investment$2,500.00

Holdings

International stock55.45%
U.S. stock40.81%
Cash2.21%
Fixed income1.52%
Other0.00%
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
AIG AIG3.75%
-- 3.66%
TEVA Teva Pharmaceutical3.46%
-- 3.23%
IM Ingram Micro Inc2.93%
ORCL Oracle2.85%
-- 2.44%
C Citigroup2.40%
AES AES Corp2.39%
GM GM2.39%

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