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Morningstar

Nuveen Global Dividend Growth A NUGAX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 32.36  /  −0.31 %
  • Total Assets 18.1 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.17%
  • Turnover 23%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis NUGAX

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

  • People Pillar

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

Nuveen Global Dividend Growth A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NUGAX

More NUGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.05 1.2 Mil
Technology

Broadcom Inc

4.83 923,348
Technology

Apple Inc

3.50 669,136
Technology

JPMorgan Chase & Co

3.19 610,649
Financial Services

AbbVie Inc

2.89 553,149
Healthcare

Linde PLC

2.80 534,545
Basic Materials

Lvmh Moet Hennessy Louis Vuitton SE

2.78 531,212
Consumer Cyclical

SAP SE

2.76 526,763
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.71 517,511
Technology

Novo Nordisk A/S Class B

2.57 490,951
Healthcare