Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | NVOAX Insights | NVOAX Score | NVOAX Performance | NVOAX News | NVOAX Allocation | NVOAX Holdings Change

Nuveen Tradewinds Value Opportunities A (NVOAX) Fund Ranking and Research

Ranking, Research and Recommendation of Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

    Last Trade: $27.39 on 3/22/2017, Change: -1.94 (-6.61%)

 

Graph of Nuveen Tradewinds Value Opportunities A Fund (NVOAX) ManagerFund Manager - Joann Barry

Fund Manager Information

Fund Manager Tenure: 5.0 years
Similar Funds: NVOCX  NVORX 
Fund Family: Nuveen
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),

 

Graph of Nuveen Tradewinds Value Opportunities A Fund (NVOAX) ProfileNuveen Tradewinds Value Opportunities A Fund (NVOAX) Profile

Fund Profile and Description

Nuveen Tradewinds Value Opportunities A Fund seeks long-term capital appreciation. Nuveen Tradewinds Value Opportunities A Fund invests primarily in equity securities of companies with varying market capitalizations, which may include small-, mid-, and large-capitalization companies. It invests primarily in U.S. equity securities, but may invest up to 35% of net assets in non-U.S equity securities, including up to 10% of net assets in equity securities of companies located in emerging market countries.

 

Nuveen Tradewinds Value Opportunities A (NVOAX) Fund Strength What we like about Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

Data for Nuveen Tradewinds Value Opportunities A Fund (NVOAX) as of May 30, 2016

  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) management has been with Nuveen Tradewinds Value Opportunities A Fund for 5.0 years
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has good short-term performance (1-year return 0.34% vs -2.36% Large Value category median performance)
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has good mid-term performance (3-year return 8.32% vs 7.81% Large Value category median performance)
  • 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) Weakness What we are cautious about Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

Data for Nuveen Tradewinds Value Opportunities A Fund (NVOAX) as of May 30, 2016

  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has a less-than-ideal Long-term performance (5-year return 5.80% vs 9.15% Large Value category median performance)
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has a Morningstar rating of 3 and below
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) is less safe compared to its Large Value peers
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has an annual stock turnover rate of 101.00% that is higher than the Large Value average of 44.24%. This could mean Nuveen Tradewinds Value Opportunities A is more nimble, but also signal potential high tax impact and high trading fees
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) is more volatile than its peers as it has a 3-year Standard Deviation of 12 that is higher than category average of 11.7
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) has a higher expense ratio of 1.27% than its Large Value average of 1.10%
  • Nuveen Tradewinds Value Opportunities A Fund (NVOAX) carries a 5.75% load
See Nuveen Tradewinds Value Opportunities A Fund (NVOAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nuveen Tradewinds Value Opportunities A Fund (NVOAX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Nuveen Tradewinds Value Opportunities A3.920.348.325.80
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Nuveen Tradewinds Value Opportunities A Fund (NVOAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Nuveen Tradewinds Value Opportunities A Fund (NVOAX) Net Asset TrackingNuveen Tradewinds Value Opportunities A (NVOAX) Fund Net Asset

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

DateNet Asset
05/2016$268.90M
03/2016$277.06M
02/2016$263.15M
More historic net asset information on Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

  

Graph of Nuveen Tradewinds Value Opportunities A Fund (NVOAX) Portfolio TrackingNuveen Tradewinds Value Opportunities A (NVOAX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20163.77%96.23%0%0%
02/20163.2%96.8%0%0%
01/20162.01%97.99%0%0%
Click here to see more historic asset allocation information on Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

 

graph of Nuveen Tradewinds Value Opportunities A Fund (NVOAX) Top 10 Position TrackingTop 10 Holdings in Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

Discover what Nuveen Tradewinds Value Opportunities A Fund (NVOAX) manager is buying

Apr 29, 2016
Citigroup, Inc. Common Stock [4.22%]
CSX Corporation [3.75%]
Pfizer, Inc. Common Stock [3.53%]
General Electric Company Common [3.5%]
AGRIUM INC [3.45%]
Exxon Mobil Corporation Common [3.22%]
BP [3.2%]
American International Group, I [3.18%]
Bunge Limited Bunge Limited [3.02%]
Oracle Corporation Common Stock [2.95%]

Feb 28, 2016
Citigroup, Inc. Common Stock [4.21%]
Pfizer, Inc. Common Stock [3.99%]
General Electric Company Common [3.59%]
CSX Corporation [3.51%]
Gilead Sciences, Inc. [3.22%]
Aetna Inc. Common Stock [3.08%]
American International Group, I [3.05%]
Exxon Mobil Corporation Common [3.02%]
Oracle Corporation Common Stock [3%]
AGRIUM INC [2.94%]

Jan 30, 2016
Citigroup, Inc. Common Stock [4.44%]
General Electric Company Common [4.03%]
Pfizer, Inc. Common Stock [3.68%]
Exxon Mobil Corporation Common [3.6%]
American International Group, I [3.51%]
Oracle Corporation Common Stock [3.2%]
Gilead Sciences, Inc. [3.16%]
Verizon Communications Inc. Com [2.93%]
Aetna Inc. Common Stock [2.88%]
Interpublic Group of Companies, [2.69%]
Click here for Stock Holding Change Map in Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

  

Latest News on Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

See what is happening with Nuveen Tradewinds Value Opportunities A Fund (NVOAX)

 

Nuveen Tradewinds Value Opportunities A Fund (NVOAX) Related ResourcesSee more information on Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

Popular pages on Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update