Morningstar

Nuveen Global Infrastructure Fund Class R6 FGIWX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Nuveen Investment Hub

Morningstar’s Analysis FGIWX

Will FGIWX outperform in the 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 FGIWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FGIWX 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 FGIWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund is exposed to more market-timing risk than many peers.

Senior Analyst Thomas DeFauw

Thomas DeFauw

Senior Analyst

Summary

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.

by Thomas DeFauw
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center