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Morningstar

Nuveen Strategic Income A FCDDX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 9.86  /  +0.25 %
  • Total Assets 859.8 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 5.81%
  • Effective Duration 4.79 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FCDDX

Will FCDDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCDDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FCDDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FCDDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Taking shape.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

Nuveen Strategic Income benefits from a strong investment organization, but it courts more risk than many sibling strategies and its lead manager hasn’t been at the helm long enough to assess with confidence.

by Brian Moriarty
Rated on Published on

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Portfolio Holdings FCDDX

More FCDDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.5%

1.80 14.7 Mil
Government

United States Treasury Bonds 4.63%

0.97 8.0 Mil
Government

Federal National Mortgage Association 6%

0.91 7.5 Mil
Securitized

Federal National Mortgage Association 5.5%

0.86 7.0 Mil
Securitized

Federal National Mortgage Association 5.5%

0.84 6.9 Mil
Securitized

Federal National Mortgage Association 5.5%

0.83 6.8 Mil
Securitized

Federal National Mortgage Association 5.5%

0.80 6.6 Mil
Securitized

Federal National Mortgage Association 6%

0.78 6.4 Mil
Securitized

CONNECTICUT AVENUE SECURITIES TRUST 2023-R04 13.59%

0.71 5.8 Mil
Securitized

Freddie Mac Stacr Remic Trust 15.09%

0.70 5.7 Mil
Securitized