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Mutual Fund Insights: Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

In-depth Analysis of Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

Mutual fund chart: Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

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See Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) performance details as of February 28, 2010

Last Trade: $31.34 on 3/19/2010, Change: -0.24 (-0.76%)

Experiment our closing price forecasting tool for Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) (alpha release)

Fund Manager - David B. Iben

Fund Manager Tenure: 5.3 years
Fundmojo Fund Grade: A (Score: 0.78) (What does this score mean?)

David B. Iben is chief investment officer and managing director with Tradewinds Executive Committee and Investment Oversight Committee. Previously, David B. 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, David B. 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 Value Opportunities R3 Fund (NTVTX)

Data for Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) as of February 28, 2010

Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) management has been with Nuveen Tradewinds Value Opportunities R3 Fund for 5.3 years
Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) has good mid-term performance (3-year return 3.33% vs -5.22 % Mid-Cap Blend category average)
Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) has good Long-term performance (5-year return 10.55% vs 1.65 % Mid-Cap Blend category average)
Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) ratio of up-years vs down years is greater than 2
Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) has a Morningstar rating of 4 and above
Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) has an annual stock turnover rate of 61.00% vs Mid-Cap Blend average of 98.84%. It is good that Nuveen Tradewinds Value Opportunities R3 management does not trade extensively for its return.
Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.08, lower than category average of 24.26

What we are cautious about Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

Data for Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) as of February 28, 2010

Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) has a less-than-ideal short-term performance (1-year return 64.29% vs 65.14 % Mid-Cap Blend category average)
Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) has a higher management fee of 1.75% than its Mid-Cap Blend average of 1.38%
Even though Nuveen Tradewinds Value Opportunities R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) performance details as of February 28, 2010

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Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) Net Asset

Track net asset change of Nuveen Tradewinds Value Opportunities R3 fund (NTVTX)

Date	Net Asset
02/2010	$1.64B
01/2010	$580.00K
11/2009	$610.00K

More historic net asset information on Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) Portfolio Allocation

Track portfolio allocation change of Nuveen Tradewinds Value Opportunities R3 fund (NTVTX)

Date	Cash	Stock	Bond	Other
11/2009	7.93%	76.37%	0%	15.7%
09/2009	9.28%	77.11%	0.26%	13.35%
08/2009	10.55%	78.79%	0%	10.67%

Click here to see more historic asset allocation information on Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

Most Recent Top 10 Holdings in Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

Discover what Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX) manager is buying

30-Nov-09

NEWMONT MIN CP (HLDG [3.68%]
KINROSS GOLD CP [3.65%]
Lihir Gold, Limited [3.65%]
BARRICK GOLD CP [3.47%]
WAL MART STORES [2.98%]
AMEREN CP [2.91%]
Amgen Cv 0.125% [2.73%]
NIPPON TELEPHONE ADR [2.6%]
TYSON FOODS INC CL A [2.6%]
Lucent Tech Cap Tr I Pfd [2.46%]

30-Sep-09

NEWMONT MIN CP (HLDG [3.63%]
KINROSS GOLD CP [3.53%]
Lihir Gold, Limited [3.51%]
BARRICK GOLD CP [3.37%]
TYSON FOODS INC CL A [2.98%]
Lucent Tech Cap Tr I Pfd [2.76%]
TESORO CORP [2.54%]
ARCH COAL INC [2.35%]
KROGER CO [2.01%]
Transocean Sedco Forex Cv 1.625% [2.01%]

31-Aug-09

BARRICK GOLD CP [3.77%]
NEWMONT MIN CP (HLDG [3.63%]
Lihir Gold, Limited [3.54%]
KINROSS GOLD CP [3.37%]
TYSON FOODS INC CL A [3.1%]
Lucent Tech Cap Tr I Pfd [2.93%]
ARCH COAL INC [2.69%]
TESORO CORP [2.61%]
NIPPON TELEPHONE ADR [2.05%]
AMEREN CP [2.01%]

Click here for Stock Holding Change Map in Nuveen Tradewinds Value Opportunities R3 Fund (NTVTX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.