Nasdaq - Delayed Quote USD

Nuveen Strategy Aggressive Growth Allocation Fund Class A (FAAGX)

12.96 -0.05 (-0.36%)
At close: December 6 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 9.83%
5y Average Return 5.11%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Feb 4, 2019) 29.89%
Worst 1Y Total Return (Feb 4, 2019) -35.41%
Best 3Y Total Return 29.89%
Worst 3Y Total Return -6.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FAAGX
Category
YTD
15.09%
11.35%
1-Month
1.81%
0.99%
3-Month
-0.68%
5.92%
1-Year
-3.04%
32.83%
3-Year
5.99%
11.75%
5-Year
4.49%
11.53%
10-Year
7.60%
8.98%
Last Bull Market
20.15%
17.67%
Last Bear Market
-19.38%
-15.71%

Annual Total Return (%) History

Year
FAAGX
Category
2019
--
21.35%
2018
-14.38%
-7.93%
2017
19.54%
15.80%
2016
6.74%
7.93%
2015
-1.76%
-2.77%
2014
4.06%
5.71%
2013
23.87%
21.31%
2012
13.88%
13.42%

2011
-4.55%
-3.80%
2010
13.29%
13.49%
2009
29.89%
29.37%
2008
-35.41%
-34.34%
2007
10.49%
7.43%
2006
14.38%
13.07%
2005
8.85%
7.35%
2004
12.19%
10.93%
2003
29.34%
25.10%
2002
-19.21%
-14.51%
2001
--
-9.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 12.03% 3.44% -0.68% --
2018 -0.44% -0.06% 2.14% -15.75%
2017 5.49% 3.47% 4.51% 4.80%
2016 0.22% 1.23% 4.08% 1.08%
2015 2.62% 0.54% -7.97% 3.46%
2014 1.21% 4.04% -2.00% 0.83%
2013 7.37% 0.57% 6.26% 7.96%
2012 11.77% -5.08% 5.75% 1.50%
2011 6.02% -0.83% -16.18% 8.32%
2010 3.94% -11.37% 11.56% 10.23%

2009 -9.77% 17.32% 15.64% 6.11%
2008 -6.63% 0.15% -11.39% -22.04%
2007 1.58% 6.78% 2.86% -0.97%
2006 5.96% -2.12% 3.97% 6.08%
2005 -1.59% 1.81% 5.32% 3.15%
2004 3.00% 0.05% -1.99% 11.08%
2003 -4.41% 14.93% 4.56% 12.60%
2002 0.52% -10.24% -15.58% 6.07%
2001 10.86% -- -- --

Rank in Category (By Total Return)

YTD 38
1-Month 28
3-Month 94
1-Year 90
3-Year 86
5-Year 81

Load Adjusted Returns

1-Year -8.61%
3-Year 3.92%
5-Year 3.26%
10-Year 6.97%

Performance & Risk

YTD Return 9.83%
5y Average Return 5.11%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.79
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Nuveen
Net Assets 48.96M
YTD Return 15.09%
Yield 2.09%
Morningstar Rating
Inception Date Sep 24, 2001

Fund Summary

The investment seeks a high level of capital growth. The fund is a "fund of funds" which invests primarily in a variety of other mutual funds that are advised by the fund's investment adviser, and by an affiliate of the adviser (the "underlying funds"). It seeks to achieve its objective by providing high allocations to various underlying funds that invest primarily in equity securities, including small company and international company equity securities, with relatively little emphasis on underlying funds that invest primarily in fixed income securities.

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