Nuveen Symphony All-Cap Core A
C/O John Nuveen & Co Inc 333 W Wacker Dr 32nd Fl Chicago IL 60606
Phone: 800-257-8787
| Category: |
Large Blend |
| Fund Family: |
Nuveen |
| Net Assets: |
230.00K |
| Year-to-Date Return: |
-5.87% |
| Yield: |
0.46% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-May-06 |
|
David Wang
Lead Manager since
17-Apr-07 |
|
| Wang is a portfolio manager of Symphony,which he joined in 1994 from BARRA, Inc. At BARRA, he was responsible for investment strategy research, portfolio construction and rebalancing of several domestic and global equity funds. |
| Min Initial Investment: |
$3,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations comparable to the companies in the Russell 3000 index. |
| Last Dividend
(30-Dec-09):
|
0.07 |
| Last Cap Gain
(14-Dec-07):
|
1.65 |
| Annual Holdings Turnover
|
14.00% |
| Average for Category:
|
80.36% |
|
| Expense |
NACAX |
Category
Avg |
| Total Expense Ratio: |
1.40%
|
1.10% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$1,065 |
$768 |
| 5 Yr Expense Projection*: |
$1,420 |
$1,311 |
| 10 Yr Expense Projection*: |
$2,417 |
$2,413 |
|
|
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