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

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.

Nuveen Strategy Aggressive Growth Allocation Fund Class A

First American Strategy Funds Inc
333 West Wacker Drive
800-257-8787

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 Operations

Last Dividend 0.30
Last Cap Gain 0.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense FAAGX Category Average
Annual Report Expense Ratio (net) 1.20% 0.71%
Prospectus Net Expense Ratio 1.20% --
Prospectus Gross Expense Ratio 1.39% --
Max 12b1 Fee 0.25% --
Max Front End Sales Load 5.75% 4.99%
Max Deferred Sales Load -- 1.43%
3 Yr Expense Projection 961 --
5 Yr Expense Projection 1,264 --
10 Yr Expense Projection 2,123 --

Management Information

Nathan Shetty, Lead Manager since September 04, 2018
Prior to Nuveen, Nathan was at UBS as the Global Co-head of Portfolio Management for Investment Solutions, and responsible for the global oversight and performance ownership of $110 billion in multi-asset portfolios. Mandates he oversaw included Absolute Return, Growth, and Risk Managed Solutions. His extensive responsibilities included direct portfolio management, multi-asset investment committee chair, senior management, and client engagement. Prior to UBS, Nathan worked at Mesirow Financial in Chicago, and Pareto Partners in New York, and brings 18 years of investment experience. Graduate degrees include an MBA from the University of Chicago, and a Masters in Statistics from Texas A&M; Nathan has also earned the CFA and FRM designations.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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