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Mutual Fund Insights: Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

In-depth Analysis of Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

Mutual fund chart: Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

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See Nuveen Multi-Strategy Core Bond I Fund (NCBRX) performance details as of February 28, 2010

  

    Last Trade: $20.60 on 3/19/2010, Change: -0.01 (-0.05%)

  

Fund Manager - Andrew John Stenwall

Fund Manager Tenure: 5.3 years   [Similar Funds: NCBAX  NCBCX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Stenwall, managing director, portfolio manager, is a member of the investment team and shares responsibility for the firm’s fixed income portfolio management. As of 2008, Andrew John Stenwall is a dual Rittenhouse and Nuveen Asset Management employee where Andrew John Stenwall specializes in investment-grade, high-yield, mortgage, asset-backed, global fixed-income, and currency markets.  Get more insights on Andrew John Stenwall

  

What we like about Nuveen Multi-Strategy Core Bond I Fund (NCBRX) What we like about Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

Data for Nuveen Multi-Strategy Core Bond I Fund (NCBRX) as of February 28, 2010

  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) management has been with Nuveen Multi-Strategy Core Bond I Fund for 5.3 years
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) has good mid-term performance (3-year return 7.57% vs 4.66 % Intermediate-Term Bond category average)
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) has good Long-term performance (5-year return 6.06% vs 4.27 % Intermediate-Term Bond category average)
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) ratio of up-years vs down years is greater than 2
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) has a Morningstar rating of 4 and above
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.89, lower than category average of 5.99
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) has a lower management fee than its Intermediate-Term Bond average: 0.50% vs 0.95%
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Nuveen Multi-Strategy Core Bond I Fund (NCBRX) What we are cautious about Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

Data for Nuveen Multi-Strategy Core Bond I Fund (NCBRX) as of February 28, 2010

  • Nuveen Multi-Strategy Core Bond I Fund is a focused fund with 32.66% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) has a less-than-ideal short-term performance (1-year return 16.34% vs 17.84 % Intermediate-Term Bond category average)
  • Nuveen Multi-Strategy Core Bond I Fund (NCBRX) has an annual stock turnover rate of 360.00% that is higher than the Intermediate-Term Bond average of 198.44%. This could mean Nuveen Multi-Strategy Core Bond I is more nimble, but also signal potential high tax impact and high trading fees
See Nuveen Multi-Strategy Core Bond I Fund (NCBRX) performance details as of February 28, 2010

  

  

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Nuveen Multi-Strategy Core Bond I Fund (NCBRX) Net Asset

Track net asset change of Nuveen Multi-Strategy Core Bond I fund (NCBRX)

DateNet Asset
02/2010$63.07M
01/2010$23.06M
11/2009$21.70M
More historic net asset information on Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

  

Nuveen Multi-Strategy Core Bond I Fund (NCBRX) Portfolio Allocation

Track portfolio allocation change of Nuveen Multi-Strategy Core Bond I fund (NCBRX)

DateCashStockBondOther
11/20094.34%0%95.29%0.38%
09/20092.86%0%96.88%0.26%
08/20092.2%0%97.51%0.29%
Click here to see more historic asset allocation information on Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

  

Most Recent Top 10 Holdings in Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

Discover what Nuveen Multi-Strategy Core Bond I Fund (NCBRX) manager is buying

30-Nov-09
US Treasury Note (Fut) [11.63%]
FNMA [11.08%]
FNMA [8.4%]
US Treasury Bond (Fut) [5.08%]
FNMA [4.36%]
US Treasury Note (Fut) [3.87%]
U S Treas Bd Stripped Prin Pmt [3.18%]
Colombia(Rep Of) 12% [2.71%]
US Treasury Note 4.625% [2.64%]
US Treasury Note 4.5% [2.41%]

30-Sep-09
US Treasury Note (Fut) [12.83%]
FNMA [12.17%]
FNMA [10.89%]
US Treasury Note 4.625% [6.04%]
US Treasury Bond (Fut) [4.8%]
FNMA [4.77%]
U S Treas Bd Stripped Prin Pmt [3.46%]
VOLKSWAGEN AUTO LN ENHANCED TR 2008-2 [2.43%]
U S Treas Sec Stripped Int Pmt [2.4%]
US Treasury Note 3.125% [1.78%]

31-Aug-09
FNMA [12.21%]
FNMA [10.93%]
US Treasury Note 5.125% [6.43%]
FNMA [4.8%]
US Treasury Note 3.125% [3.56%]
U S Treas Bd Stripped Prin Pmt [3.39%]
VOLKSWAGEN AUTO LN ENHANCED TR 2008-2 [2.42%]
U S Treas Sec Stripped Int Pmt [2.41%]
Turkey(Rep Of) 16% [1.74%]
Chase Issuance Tr 2008-9a 4.26% [1.47%]
Click here for Stock Holding Change Map in Nuveen Multi-Strategy Core Bond I Fund (NCBRX)

  

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Latest News on Nuveen Multi-Strategy Core Bond I (NCBRX)

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