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Morningstar

Nuveen Global Dividend Growth C NUGCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 32.96  /  +0.03 %
  • Total Assets 18.3 Mil
  • 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 3,000
  • Status Open
  • TTM Yield 0.49%
  • Turnover 23%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NUGCX

Will NUGCX 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 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.

Nuveen Global Dividend Growth C'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 most expensive quintile among peers.

by Morningstar Manager Research
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 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.99 1.2 Mil
Technology

Broadcom Inc

4.80 931,763
Technology

JPMorgan Chase & Co

3.35 650,174
Financial Services

Apple Inc

3.24 627,960
Technology

AbbVie Inc

2.92 565,967
Healthcare

Linde PLC

2.82 546,969
Basic Materials

SAP SE

2.79 541,318
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.79 541,207
Technology

Novo Nordisk A/S Class B

2.69 521,816
Healthcare

Lvmh Moet Hennessy Louis Vuitton SE

2.67 518,283
Consumer Cyclical