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Nuveen Tradewinds Global All Cap Fund Class I (NWGRX)

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-1.18% 3 years+2.85%
3 months+10.87% 5 years-0.01%
1 year-7.59% Since inception+6.27%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return-0.01%+5.48%
Expense ratio1.22%1.33%
Risk 5 year sharpe ratio0.030.40
Net assets$88.5M$1.2B
Average market cap$21.0B$41.2B
Average P/E15.817.7
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenureEmily Alejos / 4 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00


International stock55.52%
U.S. stock41.26%
Fixed income1.20%
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
-- 3.64%
C Citigroup3.21%
AIG AIG3.03%
ORCL Oracle2.88%
-- 2.62%
-- 2.31%
-- 2.25%
BG Bunge Ltd2.20%
-- 2.16%
PFE Pfizer2.13%

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