Mutual Funds - Latest Summary ( 24 Funds, 89 Classes )


Nuveen Real Estate Securities Fund

NA > NA

FREAX rank - 99 of 175

The fund seeks to appreciate capital and earn current income through investing in the real estate industry.

The fund invests in owners, developers, brokers, operators and real estate linked pools of loans or mortgages. But, the fund does not own directly real estate. The fund invests through equity securities of real estate trusts or mortgage real estate trusts or hybrid trusts combin

YTD
-0.14%
2024
-3.06%

Nuveen Santa Barbara Dividend Growth Fund

NA > NA

NSBFX rank - 294 of 359

The fund seeks to generate total return including capital gains and dividend income primarily through investing in U.S. companies.

The investment process looks for companies with a track record of high dividend yields. The research team reviews outlook for the earnings and cash flow and how durable the dividend stream is likely to be. The team also reviews management track record in growing earnings and sharing the growing portion of earnings with shareholders.

The fund has flexibility to invest across all market capitalization but generally invests in large-cap companies.

YTD
-0.82%
2024
10.21%

Nuveen Dividend Value Fund

NA > NA

FFEFX rank - 193 of 359

The fund’s objective is to long-term growth of capital and generate current income by primarily investing in U.S. companies.

The fund’s investments in equities securities include common stock, convertible preferred stocks and corporate debt securities - regardless of its ratings – that are convertible into common stocks.

The investment process starts with a

YTD
3.74%
2024
1.91%

Nuveen Equity Market Neutral Fund

NA > NA

NMAEX rank - 0 of 432

The fund seeks to generate long-term capital appreciation by investing in U.S. large-size companies regardless of the direction of the U.S. stock market benchmark.

 The fund attempts to generate capital gains by investing in companies that are expected to increase in value and limit downside by holding short positions in the companies that are estimated to fall. The fund invests

YTD
0%
2024
0%

Nuveen Equity Long-Short Fund

NA > NA

NELAX rank - 325 of 432

The fund seeks to appreciate capital with low correlation to the U.S. stock market through long and short positions.

The investment process starts with companies in the benchmark Russell 1000 Index and takes long positions in companies that are expected to increase in value and short companies that are estimated to fall.

The long portion of the fund’s selection process

YTD
1.1%
2024
14.98%

Nuveen Global Real Estate Securities Fund

NA > NA

NGJIX rank - 48 of 126

The fund seeks to appreciate capital and earn current income through investing in the real estate industry in the U.S. and around the world.

The fund invests in owners, developers, brokers, operators and real estate linked pools of loans or mortgages. But, the fund does not own directly real estate. The fund invests through equity securities of real estate trusts or mortgage real esta

YTD
-100%
2024
1.03%

Nuveen Global Infrastructure Fund

NA > NA

FGIAX rank - 0 of 62

The fund seeks to appreciate capital and earn current income through investing in infrastructure companies in the U.S. and around the world.

The diversified fund invests in owners, developers, brokers, operators of utilities, transportation, communication and services providers including shipping, alternative energy, timber and steel and other resources providers for the construction

YTD
5.23%
2024
3.11%

The fund’s objective is to generate an attractive total return including dividend income by investing in companies around the world with dividend payment history.

The fund has flexibility to invest across all market capitalization and look for companies with a track record of dividend payment. The research team then analyzes the earnings growth and prefers companies that have th

YTD
-100%
2024
14.51%

Nuveen NWQ Global Equity Income Fund

NA > NA

NQGAX rank - 0 of 90

The fund’s objective is to generate total return including current income and dividend through investing in large-size companies around the world including the United States.

The investment process starts with a list of large-size companies in the U.S. and developed and emerging markets. Then the list is narrowed using earnings growth, dividend payment track record and long term

YTD
-100%
2024
10.46%

Nuveen Winslow International Small Cap Fund

Small-Cap > Growth

NWAIX rank - 12 of 30

The fund’s objective is to grow capital in the long-term through investing in international small-size companies outside the United States.

The investment process starts with a list of companies in the benchmark MSCI World Ex USA Small Cap Index. The research team then narrows the list using quantitative screens focused on size, growth and quality of earnings. The team then look

YTD
1.02%
2024
-4.75%

Nuveen International Growth Fund

Multi-Cap > Growth

NBQAX rank - 105 of 221

The fund’s investment objective is to grow capital in the long-term through investing in companies outside the United States.

The investment process starts with a list of companies and countries in the benchmark Morgan Stanley Capital International EAFE (Europe, Australia, and Far East) Index. The research team then looks for financially strong companies with established market

YTD
0%
2024
0%

Nuveen NWQ International Value Fund

Multi-Cap > Value

NAIGX rank - 53 of 97

The fund seeks to appreciate capital through investing in large- and mid-size companies around the world including the U.S.

The fund starts with a list of companies in the benchmark index Morgan Stanley EAFE (Europe, Australasia and Far East) Index and then narrows the list based on size, quality and growth of earnings and cash flow. The research team then looks at each company’

YTD
-100%
2024
4.86%

The fund’s objective is to generate an attractive total return including dividend income by investing in companies outside the United States with dividend payment history.

The fund has flexibility to invest across all market capitalization and the investment team looks for companies with a track record of dividend payment. The research team then analyzes the earnings growth and

YTD
-100%
2024
-0.04%

Nuveen NWQ Multi-Cap Value Fund

Multi-Cap > Value

NQVAX rank - 8 of 172

The fund’s objective is to grow capital in the long-term through investing in U.S. companies across all market capitalizations.

The investment process starts with a list of companies in the benchmark Russell 3000 Value Index. The research team then looks for companies with established market presence, solid financial statements and stable or improving earnings and cash flows.

YTD
4.57%
2024
17.07%

Nuveen NWQ Small-Cap Value Fund

Small-Cap > Value

NSCAX rank - 0 of 340

The fund’s objective is to grow capital in long term through investing in small-size companies.

The investment process starts with a list of companies included in the benchmark Russell 2000 Value Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies that are trading at a discount to their industry peers and are expec

YTD
-100%
2024
-4.49%

Nuveen Small Cap Value Fund

Small-Cap > Value

FSCAX rank - 146 of 340

The fund seeks long term capital appreciation through investing in small-size companies.

The investment process starts with a list of companies included in the benchmark Russell 2000 Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies that are trading at a discount to their industry peers and are expected to deliver attr

YTD
3.15%
2024
13.08%

Nuveen Small Cap Growth Opportunities Fund

Small-Cap > Growth

FIMPX rank - 260 of 425

The fund’s objective is to growth of capital in the long-term through investing in small-size companies.

The investment process starts with a list of companies included in the benchmark Russell 2000 Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies with strong balance sheets, established market presence, high ret

YTD
-100%
2024
18.76%

Nuveen Small Cap Select Fund

Small-Cap > Core

ARSTX rank - 348 of 433

The fund’s objective is to grow capital in long term through investing in small-size companies.

The investment process starts with a list of companies included in the benchmark Russell 2000 Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies with strong balance sheets, established market presence, high return on ca

YTD
3.93%
2024
14.29%

Nuveen Winslow Large-Cap Growth Fund

Large-Cap > Growth

NVLIX rank - 499 of 639

The fund seeks long term capital growth through investing in large-size U.S. companies.

The investment process starts with a list of companies in the benchmark Russell 1000 Growth Index. The research team then narrows the list using quantitative screens focused on size, growth and quality of earnings and return on capital trends. The companies are then evaluated by sector specialists

YTD
2.46%
2024
13.67%

Nuveen NWQ Large-Cap Value Fund

Large-Cap > Value

NQCAX rank - 117 of 377

The fund’s objective is to grow capital in the long-term through investing in large-size companies.

The investment process starts with a list of companies in the benchmark Russell 1000 Value Index. The research team then looks for companies with established market presence, solid financial statements and stable or improving earnings and cash flows.

The team then estima

YTD
-100%
2024
10.68%

Nuveen Large Cap Select Fund

Large-Cap > Core

FLRAX rank - 270 of 527

The fund’s investment objective is to grow capital in the long-term through investing in large-size companies in the U.S.

The investment process starts with a list of companies with market capitalization higher than $5 billion. The research team then applies fundamental analysis, quantitative techniques and cash flow review and narrows the investable universe.

The team

YTD
-100%
2024
21.58%

Nuveen NWQ Small-Mid-Cap Value Fund

Mid-Cap > Value

NSMAX rank - 111 of 223

The fund’s investment objective is to grow capital in the long-term through investing in small- and mid-size companies.

The investment process starts with a list of companies included in the benchmark Russell 2500 Value Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies that are trading at a discount to their indu

YTD
3.88%
2024
8.31%

Nuveen Mid Cap Growth Opportunities Fund

Mid-Cap > Growth

FISGX rank - 258 of 326

The fund seeks capital appreciation through investing in the mid-size companies in the U.S.

The investment process starts with a list of companies included in the benchmark Russell Midcap Index between market capitalization of $0.6 billion and $50 billion but the fund generally invests in companies with market capitalization between $5 billion and $20 billion.

The research t

YTD
1.65%
2024
13.65%

Nuveen Mid Cap Value Fund

Mid-Cap > Value

FACSX rank - 131 of 223

The fund’s investment objective is to grow capital in the long-term.

The investment process starts with a list of companies included in the benchmark Russell Midcap Index. The research team then with the help of fundamental analysis and quantitative techniques identifies companies that are trading at a discount to their industry peers and are expected to deliver attractive long term growth.

The qualitative research looks for near-term catalysts that are likely to revalue stocks closer to their long term estimated valuations.

YTD
3.59%
2024
4.66%
1 2 3