Morningstar

Nuveen Global Dividend Growth Fund Class C NUGCX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $36.32  /  +0.19 %
  • Fund Size $17.2M
  • Adjusted Expense Ratio 1.900%
  • Net Expense Ratio 1.890%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.56%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

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 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.11 1M
Technology

Microsoft Corp

5.40 927,326
Technology

JPMorgan Chase & Co

4.40 755,830
Financial Services

Broadcom Inc

4.11 706,609
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.01 688,601
Technology

ASML Holding NV

3.88 666,541
Technology

American Express Co

2.58 442,758
Financial Services

ITOCHU Corp

2.56 439,540
Industrials

SAP SE

2.38 408,047
Technology

Compass Group PLC

2.31 396,741
Consumer Cyclical

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