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Nuveen Strategy Conservative Allc I (FSFYX) Fund Ranking and Research

Ranking, Research and Recommendation of Nuveen Strategy Conservative Allc I (FSFYX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Nuveen Strategy Conservative Allc I Fund (FSFYX) ManagerFund Manager - Keith B. Hembre

Fund Manager Information

Fund Manager Tenure: 5.6 years
Similar Funds: FSFIX 
Fund Family: Nuveen
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Nuveen Strategy Conservative Allc I Fund (FSFYX) ProfileNuveen Strategy Conservative Allc I Fund (FSFYX) Profile

Fund Profile and Description

Nuveen Strategy Conservative Allc I Fund seeks a high level of current income consistent with limited risk to capital. Nuveen Strategy Conservative Allc I Fund intends to provide a high allocation to underlying funds that invest primarily in fixed income investments, but also has a limited exposure to underlying funds that invest primarily in equities, which is designed to help offset inflation and provide a source for potential increases in income over time. It may invest up to 5% of total assets in such securities that will expose the fund to the performance of a commodity or commodity index, including but not limited to ETFs.

 

Nuveen Strategy Conservative Allc I (FSFYX) Fund Strength What we like about Nuveen Strategy Conservative Allc I (FSFYX) Fund

Data for Nuveen Strategy Conservative Allc I Fund (FSFYX) as of May 30, 2016

  • Nuveen Strategy Conservative Allc I Fund (FSFYX) management has been with Nuveen Strategy Conservative Allc I Fund for 5.6 years
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) ratio of up-years vs down years is greater than 2
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) has a Morningstar rating of 4 and above
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) has an annual stock turnover rate of 20.00% vs Allocation--30% to 50% Equity average of 48.09%. It is good that Nuveen Strategy Conservative Allc I management does not trade extensively for its return.
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.97, lower than category average of 5.82
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.25% vs 0.81%
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Nuveen Strategy Conservative Allc I Fund (FSFYX) Weakness What we are cautious about Nuveen Strategy Conservative Allc I (FSFYX) Fund

Data for Nuveen Strategy Conservative Allc I Fund (FSFYX) as of May 30, 2016

  • Nuveen Strategy Conservative Allc I Fund (FSFYX) has a less-than-ideal short-term performance (1-year return -1.57% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) has a less-than-ideal mid-term performance (3-year return 3.06% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • Nuveen Strategy Conservative Allc I Fund (FSFYX) has a less-than-ideal Long-term performance (5-year return 4.03% vs 4.31% Allocation--30% to 50% Equity category median performance)
See Nuveen Strategy Conservative Allc I Fund (FSFYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nuveen Strategy Conservative Allc I Fund (FSFYX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Nuveen Strategy Conservative Allc I2.54-1.573.064.03
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare Nuveen Strategy Conservative Allc I Fund (FSFYX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of Nuveen Strategy Conservative Allc I Fund (FSFYX) Net Asset TrackingNuveen Strategy Conservative Allc I (FSFYX) Fund Net Asset

Track net asset change of Nuveen Strategy Conservative Allc I fund (FSFYX)

DateNet Asset
05/2016$102.47M
03/2016$103.31M
02/2016$100.73M
More historic net asset information on Nuveen Strategy Conservative Allc I Fund (FSFYX)

  

Graph of Nuveen Strategy Conservative Allc I Fund (FSFYX) Portfolio TrackingNuveen Strategy Conservative Allc I (FSFYX) Fund Portfolio Allocation

Track portfolio allocation change of Nuveen Strategy Conservative Allc I fund (FSFYX)

DateCashStockBondOther
04/201614.61%30.45%53.4%0.84%
02/201614.55%28.8%54.84%1.13%
01/201613.58%29.36%55.54%0.81%
Click here to see more historic asset allocation information on Nuveen Strategy Conservative Allc I Fund (FSFYX)

 

graph of Nuveen Strategy Conservative Allc I Fund (FSFYX) Top 10 Position TrackingTop 10 Holdings in Nuveen Strategy Conservative Allc I (FSFYX) Fund

Discover what Nuveen Strategy Conservative Allc I Fund (FSFYX) manager is buying

Apr 29, 2016
Nuveen Core Bond R6 [19.07%]
Nuveen Tactical Market Opportunities I [9.98%]
Nuveen Short Term Bond R6 [9.78%]
Nuveen Core Plus Bond R6 [9.44%]
Nuveen Strategic Income R6 [6.59%]
Nuveen High Yield Municipal Bond I [5.1%]
Nuveen Dividend Value R6 [4.07%]
Nuveen Global Infrastructure I [3.03%]
Nuveen Inflation Protected Securities R6 [2.5%]
Nuveen Small Cap Select I [2.15%]

Feb 28, 2016
Nuveen Core Bond R6 [19.02%]
Nuveen Tactical Market Opportunities I [9.88%]
Nuveen Short Term Bond R6 [9.77%]
Nuveen Core Plus Bond R6 [9.43%]
Nuveen Strategic Income R6 [6.7%]
Nuveen High Yield Municipal Bond I [5.17%]
Nuveen Dividend Value R6 [4.07%]
Nuveen Global Infrastructure I [3.07%]
Nuveen Inflation Protected Securities R6 [2.58%]
Nuveen All-American Municipal Bond I [2.11%]

Jan 30, 2016
Nuveen Core Bond R6 [19.22%]
Nuveen Tactical Market Opportunities I [10.4%]
Nuveen Short Term Bond R6 [10.07%]
Nuveen Core Plus Bond R6 [9.42%]
Nuveen Strategic Income R6 [6.59%]
Nuveen High Yield Municipal Bond I [5.36%]
Nuveen Dividend Value R6 [3.9%]
Nuveen Global Infrastructure I [3.05%]
Nuveen Inflation Protected Securities R6 [2.65%]
Nuveen All-American Municipal Bond I [2.13%]
Click here for Stock Holding Change Map in Nuveen Strategy Conservative Allc I Fund (FSFYX)

  

Latest News on Nuveen Strategy Conservative Allc I (FSFYX) Fund

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