Morningstar

Nuveen Global Real Estate Securities Fund Class A NGJAX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $19.48  /  +0.05 %
  • Fund Size $25.0M
  • Adjusted Expense Ratio 1.300%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Global Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 3.17%
  • Turnover Ratio 90%
NAV and 1-Day Return as of

Morningstar’s Analysis NGJAX

Will NGJAX 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 NGJAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Global Real Estate Securities A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings NGJAX

More NGJAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
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