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Mutual Fund Insights: Nuveen Tradewinds Global Resources I Fund (NTRGX)

In-depth Analysis of Nuveen Tradewinds Global Resources I Fund (NTRGX)

Mutual fund chart: Nuveen Tradewinds Global Resources I Fund (NTRGX)

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See Nuveen Tradewinds Global Resources I Fund (NTRGX) performance details as of February 28, 2010

  

    Last Trade: $21.16 on 3/19/2010, Change: -0.24 (-1.12%)

  

Fund Manager - David B. Iben

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Iben is chief investment officer and managing director with Tradewinds Executive Committee and Investment Oversight Committee. Previously, Iben was managing director and portfolio manager at NWQ Investment Management Company, LLC and served on the Investment Oversight Committee from 2000 to 2006. Prior thereto, Iben was chief executive officer, co-founder, principal and lead portfolio manager at Palladian Capital Management.  Get more insights on David B. Iben

  

What we like about Nuveen Tradewinds Global Resources I Fund (NTRGX) What we like about Nuveen Tradewinds Global Resources I Fund (NTRGX)

Data for Nuveen Tradewinds Global Resources I Fund (NTRGX) as of February 28, 2010

  • Nuveen Tradewinds Global Resources I Fund (NTRGX) has good short-term performance (1-year return 72.89% vs 60.31 % Natural Resources category average)
  • Nuveen Tradewinds Global Resources I Fund (NTRGX) has good mid-term performance (3-year return 3.60% vs 0.61 % Natural Resources category average)
  • Nuveen Tradewinds Global Resources I Fund (NTRGX) has a Morningstar rating of 4 and above
  • Nuveen Tradewinds Global Resources I Fund (NTRGX) has an annual stock turnover rate of 65.00% vs Natural Resources average of 87.83%. It is good that Nuveen Tradewinds Global Resources I management does not trade extensively for its return.
  • Nuveen Tradewinds Global Resources I Fund (NTRGX) has a lower management fee than its Natural Resources average: 1.35% vs 1.57%
  • Nuveen Tradewinds Global Resources I Fund (NTRGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Nuveen Tradewinds Global Resources I Fund (NTRGX) What we are cautious about Nuveen Tradewinds Global Resources I Fund (NTRGX)

Data for Nuveen Tradewinds Global Resources I Fund (NTRGX) as of February 28, 2010

  • Nuveen Tradewinds Global Resources I Fund (NTRGX) management has been with Nuveen Tradewinds Global Resources I Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Nuveen Tradewinds Global Resources I Fund (NTRGX) ratio of up-years vs down years can be improved
  • Nuveen Tradewinds Global Resources I Fund (NTRGX) is more volatile than its peers as it has a 3-year Standard Deviation of 32.83 that is higher than category average of 32.69
See Nuveen Tradewinds Global Resources I Fund (NTRGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Natural Resources category?

Below are some additional Natural Resources mutual funds generated out of our database

  

Nuveen Tradewinds Global Resources I Fund (NTRGX) Net Asset

Track net asset change of Nuveen Tradewinds Global Resources I fund (NTRGX)

DateNet Asset
02/2010$17.24M
01/2010$9.55M
11/2009$9.82M
More historic net asset information on Nuveen Tradewinds Global Resources I Fund (NTRGX)

  

Nuveen Tradewinds Global Resources I Fund (NTRGX) Portfolio Allocation

Track portfolio allocation change of Nuveen Tradewinds Global Resources I fund (NTRGX)

DateCashStockBondOther
11/200910.68%88.05%0%1.27%
09/20097.8%88.93%0%3.27%
08/200910.94%87.06%0%2.01%
Click here to see more historic asset allocation information on Nuveen Tradewinds Global Resources I Fund (NTRGX)

  

Most Recent Top 10 Holdings in Nuveen Tradewinds Global Resources I Fund (NTRGX)

Discover what Nuveen Tradewinds Global Resources I Fund (NTRGX) manager is buying

30-Nov-09
BARRICK GOLD CP [3.54%]
Newcrest Mining Limited [3.3%]
KINROSS GOLD CP [3.28%]
ANGLOGOLD ASHANTI LT [2.65%]
HESS CP [2.43%]
GOLD FIELDS LTD ADS [2.38%]
ROYAL DUTCH SHELL PLC-A SHS [2.3%]
Industrias Penoles SAB de CV [2.11%]
CAMECO CP [2.05%]
CONOCOPHILLIPS [2.03%]

30-Sep-09
BARRICK GOLD CP [3.08%]
Newcrest Mining Limited [3.04%]
KINROSS GOLD CP [3.03%]
ANGLOGOLD ASHANTI LT [2.95%]
GOLD FIELDS LTD ADS [2.67%]
ROYAL DUTCH SHELL PLC-A SHS [2.66%]
CAMECO CP [2.37%]
DEVON ENERGY CP (OK) [2.21%]
CONOCOPHILLIPS [2.13%]
IVANHOE MINES LTD [2.02%]

31-Aug-09
BARRICK GOLD CP [3.29%]
ANGLOGOLD ASHANTI LT [3.24%]
Newcrest Mining Limited [3.21%]
KINROSS GOLD CP [3.09%]
ROYAL DUTCH SHELL PLC-A SHS [3.03%]
BP PLC [2.92%]
GOLD FIELDS LTD ADS [2.73%]
CAMECO CP [2.65%]
IVANHOE MINES LTD [2.02%]
CONOCOPHILLIPS [1.91%]
Click here for Stock Holding Change Map in Nuveen Tradewinds Global Resources I Fund (NTRGX)

  

Related books and products to Nuveen Tradewinds Global Resources I Fund (NTRGX)

  

Latest News on Nuveen Tradewinds Global Resources I (NTRGX)

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