This fund is exposed to more market-timing risk than many peers. We maintain Nuveen Global Infrastructure’s People and Process Pillar ratings at Average and Below Average, respectively. Overall, this strategy benefits from a solid investment approach shepherded by a well-resourced team, but there is no clear evidence that the frequent use of tactical trading adds value. Its past execution relied heavily on former and long-standing lead manager Jay Rosenberg’s skills and insights, leaving his successor Noah Hauser with big shoes to fill.
Nuveen Global Infrastructure Fund ETF Class NGIF
Morningstar’s Analysis NGIF
Will NGIF outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NextEra Energy Inc | 4.68 | 27M | Utilities |
Entergy Corp | 4.63 | 27M | Utilities |
American Electric Power Co Inc | 4.62 | 27M | Utilities |
Aena SME SA | 3.87 | 22M | Industrials |
Xcel Energy Inc | 3.83 | 22M | Utilities |
Iberdrola SA | 3.48 | 20M | Utilities |
Alliant Energy Corp | 3.30 | 19M | Utilities |
NiSource Inc | 3.04 | 18M | Utilities |
Enbridge Inc | 2.95 | 17M | Energy |
Cheniere Energy Inc | 2.89 | 17M | Energy |
United States