NFRFX - Nuveen Symphony Floating Rate Income Fund Class R6

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Nuveen Symphony Floating Rate Income Fund Class R6

C/O John Nuveen & Co Inc

333 West Wacker Drive

Chicago IL 60606

800-257-8787
Management Information
Scott Caraher,Lead Manager since May 1, 2011
Scott Caraher is a member of the fixed-income team and his responsibilities include portfolio management and trading for Symphony’s bank loan strategies and research for its fixed-income strategies. Mr. Caraher has served as a Co-Portfolio Manager since 2009. Prior to joining Symphony in 2002, Mr. Caraher was an Investment Banking Analyst in the industrial group at Deutsche Banc Alex Brown in New York. Mr. Caraher received a BS in finance from Georgetown University.
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.

Fund Overview

CategoryBank Loan
Fund FamilyNuveen
Net Assets1.22B
YTD Return5.46%
Yield4.98%
Morningstar Rating★★★★
Inception DateJan 27, 2015

Fund Operations

Last Dividend0.09
Last Cap Gain0.00
Holdings Turnover33.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNFRFXCategory Average
Annual Report Expense Ratio (net)0.66%1.08%
Prospectus Net Expense Ratio0.66%N/A
Prospectus Gross Expense Ratio0.66%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A2.94%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection211N/A
5 Yr Expense Projection368N/A
10 Yr Expense Projection822N/A