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Nuveen Tradewinds Value Opportunities C (NVOCX) Fund Ranking and Research

Ranking, Research and Recommendation of Nuveen Tradewinds Value Opportunities C (NVOCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Nuveen Tradewinds Value Opportunities C Fund (NVOCX) ManagerFund Manager - Joann Barry

Fund Manager Information

Fund Manager Tenure: 6.3 years
Similar Funds: NVOAX  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?)

 

Graph of Nuveen Tradewinds Value Opportunities C Fund (NVOCX) ProfileNuveen Tradewinds Value Opportunities C Fund (NVOCX) Profile

Fund Profile and Description

Nuveen Tradewinds Value Opportunities C Fund seeks long-term capital appreciation. Nuveen Tradewinds Value Opportunities C 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 C (NVOCX) Fund Strength What we like about Nuveen Tradewinds Value Opportunities C (NVOCX) Fund

Data for Nuveen Tradewinds Value Opportunities C Fund (NVOCX) as of May 30, 2016

  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) management has been with Nuveen Tradewinds Value Opportunities C Fund for 6.3 years
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) has good short-term performance (1-year return -0.42% vs -2.36% Large Value category median performance)
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) ratio of up-years vs down years is greater than 2

Nuveen Tradewinds Value Opportunities C Fund (NVOCX) Weakness What we are cautious about Nuveen Tradewinds Value Opportunities C (NVOCX) Fund

Data for Nuveen Tradewinds Value Opportunities C Fund (NVOCX) as of May 30, 2016

  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) has a less-than-ideal mid-term performance (3-year return 7.51% vs 7.81% Large Value category median performance)
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) has a less-than-ideal Long-term performance (5-year return 5.01% vs 9.15% Large Value category median performance)
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) has a Morningstar rating of 3 and below
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) is less safe compared to its Large Value peers
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) 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 C is more nimble, but also signal potential high tax impact and high trading fees
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) 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 C Fund (NVOCX) has a higher expense ratio of 2.03% than its Large Value average of 1.10%
  • Nuveen Tradewinds Value Opportunities C Fund (NVOCX) carries a 1% load
See Nuveen Tradewinds Value Opportunities C Fund (NVOCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nuveen Tradewinds Value Opportunities C Fund (NVOCX)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 C3.60-0.427.515.01
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 C Fund (NVOCX)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 C Fund (NVOCX) Net Asset TrackingNuveen Tradewinds Value Opportunities C (NVOCX) Fund Net Asset

Track net asset change of Nuveen Tradewinds Value Opportunities C fund (NVOCX)

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

  

Graph of Nuveen Tradewinds Value Opportunities C Fund (NVOCX) Portfolio TrackingNuveen Tradewinds Value Opportunities C (NVOCX) Fund Portfolio Allocation

Track portfolio allocation change of Nuveen Tradewinds Value Opportunities C fund (NVOCX)

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 C Fund (NVOCX)

 

graph of Nuveen Tradewinds Value Opportunities C Fund (NVOCX) Top 10 Position TrackingTop 10 Holdings in Nuveen Tradewinds Value Opportunities C (NVOCX) Fund

Discover what Nuveen Tradewinds Value Opportunities C Fund (NVOCX) 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 C Fund (NVOCX)

  

Latest News on Nuveen Tradewinds Value Opportunities C (NVOCX) Fund

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Nuveen Tradewinds Value Opportunities C Fund (NVOCX) Related ResourcesSee more information on Nuveen Tradewinds Value Opportunities C (NVOCX) Fund

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