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Nuveen Tradewinds Global All-Cap C (NWGCX)

28.77 Down 0.13(0.45%) Jul 25

Profile as of Jun 29, 2014Get Profile for:
Nuveen Tradewinds Global All-Cap C
C/O John Nuveen & Co Inc333 W Wacker Dr 32nd FlChicago IL 60606
Map
Phone: 800-257-8787
Fund Overview 
Category:World Stock
Fund Family:Nuveen
Net Assets:201.29M
Year-to-Date Return:6.59%
Yield:0.29%
Morningstar Rating:1 stars
Fund Inception Date:Mar 28, 2006
Morningstar Style Box 
World Stock
[View Category Definition]
View Top World Stock Funds
About the Morningstar Style Box
Management Information 
Andrew J. Thelen
Lead Manager since Apr 1, 2012
Andrew Thelen is a co-chief investment officer, portfolio manager, chemicals analyst and services analyst at Tradewinds. Prior to joining Tradewinds, Drew was an equity analyst with Concord Investment Counsel where he focused on fundamental company analysis and special situations. Previous to that, he was chief financial officer for an international marketing services firm specialized in on-line advertising and communications. Drew also worked for publicly traded leisure company Sunterra Corporation as an acquisitions analyst, and for Arthur Andersen as a financial valuations consultant. Drew graduated from the University of Texas with a bachelor of business administration in accounting. He attended Harvard Business School, earning an MBA with concentration in corporate finance and strategy. He received his Chartered Financial Analyst designation in 1998 and is a member of CFA Society of Los Angeles. He received his certified public accountant designation in 1992.
Investment Information 
Min Initial Investment:3,000
Min Initial Investment, IRA:2,500
Min Initial Investment, AIP:100
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:100
NWGCX can be purchased from 45 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies with varying market capitalizations. It invests at least 40%, and may invest up to 75%, of its net assets in non-U.S. equity securities. The fund may invest up to 25% of its net assets in equity securities of companies located in emerging market countries.

Fund Operations 
Last Dividend (Dec 29, 2013) : 0.08
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 23, 2014) : 52.00%
Average for Category:47.02%
Fees & Expenses 
ExpenseNWGCXCategory Avg
Annual Report Expense Ratio (net):2.18%1.33%
Prospectus Net Expense Ratio:2.18%N/A
Prospectus Gross Expense Ratio:2.18%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.43%
Max Deferred Sales Load: 1.00%2.14%
3 Yr Expense Projection*:682678
5 Yr Expense Projection*:1,1691,099
10 Yr Expense Projection*:2,5132,236
* Per $10,000 invested