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Mutual Fund Insights: Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

In-depth Analysis of Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

Mutual fund chart: Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

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

  

    Last Trade: $31.32 on 3/19/2010, Change: -0.23 (-0.73%)
Experiment our closing price forecasting tool for Nuveen Tradewinds Value Opportunities A Fund (NVOAX) (alpha release)

  

Fund Manager - David B. Iben

Fund Manager Tenure: 5.3 years   [Similar Funds: NVOBX  NVOCX  NVORX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.86)     (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 A Fund (NVOAX) What we like about Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

Data for Nuveen Tradewinds Value Opportunities A Fund (NVOAX) as of February 28, 2010

  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) management has been with Nuveen Tradewinds Value Opportunities A Fund for 5.3 years
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has good mid-term performance (3-year return 3.57% vs -5.22 % Mid-Cap Blend category average)
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has good Long-term performance (5-year return 10.82% vs 1.65 % Mid-Cap Blend category average)
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) ratio of up-years vs down years is greater than 2
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has a Morningstar rating of 4 and above
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) 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 A management does not trade extensively for its return.
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) 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 A Fund (NVOAX) What we are cautious about Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

Data for Nuveen Tradewinds Value Opportunities A Fund (NVOAX) as of February 28, 2010

  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has a less-than-ideal short-term performance (1-year return 64.67% vs 65.14 % Mid-Cap Blend category average)
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has a higher management fee of 1.48% than its Mid-Cap Blend average of 1.38%
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) carries a 5.75% load
See Nuveen Tradewinds Value Opportunities A Fund (NVOAX) performance details as of February 28, 2010

  

  

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Nuveen Tradewinds Value Opportunities A Fund (NVOAX) Net Asset

Track net asset change of Nuveen Tradewinds Value Opportunities A fund (NVOAX)

DateNet Asset
02/2010$1.64B
01/2010$541.07M
11/2009$504.20M
More historic net asset information on Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

  

Nuveen Tradewinds Value Opportunities A Fund (NVOAX) Portfolio Allocation

Track portfolio allocation change of Nuveen Tradewinds Value Opportunities A fund (NVOAX)

DateCashStockBondOther
11/20097.93%76.37%0%15.7%
09/20099.28%77.11%0.26%13.35%
08/200910.55%78.79%0%10.67%
Click here to see more historic asset allocation information on Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

  

Most Recent Top 10 Holdings in Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

Discover what Nuveen Tradewinds Value Opportunities A Fund (NVOAX) 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 A Fund (NVOAX)

  

Related books and products to Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

  

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