Morningstar

Nuveen Global Dividend Growth Fund Class C NUGCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 35.90  /  +0.11 %
  • Total Assets 16.8M
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.56%
  • Turnover 14%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NUGCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Global Dividend Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NUGCX

More NUGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.41 1M
Technology

Broadcom Inc

5.31 893,987
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.16 869,121
Technology

Microsoft Corp

5.12 861,309
Technology

JPMorgan Chase & Co

3.95 665,665
Financial Services

ASML Holding NV

3.89 654,858
Technology

American Express Co

2.61 438,944
Financial Services

Compass Group PLC

2.57 433,301
Consumer Cyclical

ITOCHU Corp

2.50 421,024
Industrials

NextEra Energy Inc

2.44 410,078
Utilities

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