Nasdaq - Delayed Quote USD

Nuveen Equity Long/Short C (NELCX)

53.92 +0.26 (+0.48%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 53.66
  • YTD Return 15.97%
  • Expense Ratio 2.96%
  • Category Long-Short Equity
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 136.45M
  • Beta (5Y Monthly) 0.66
  • Yield 2.81%
  • 5y Average Return --
  • Holdings Turnover 98.00%
  • Last Dividend 1.45
  • Inception Date Dec 30, 2008

The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the fund's benchmark index, the Russell 1000 Index, at the time the position is taken. As a result, the fund will invest significantly in large-capitalization companies, though it may also invest in mid-capitalization companies.

Nuveen

Fund Family

Long-Short Equity

Fund Category

136.45M

Net Assets

2008-12-30

Inception Date

Performance Overview: NELCX

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Trailing returns as of 11/21/2024. Category is Long-Short Equity.

YTD Return

NELCX
15.97%
Category
9.18%
?

1-Year Return

NELCX
26.71%
Category
22.90%
?

3-Year Return

NELCX
7.52%
Category
7.45%
?

5-Year Return

NELCX
9.71%
Category
7.00%
?

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Holdings: NELCX

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Top 10 Holdings (26.57% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 4.99%
NVDA
NVIDIA Corporation 4.86%
MSFT
Microsoft Corporation 4.72%
AMZN
Amazon.com, Inc. 2.03%
GOOGL
Alphabet Inc. 1.98%
AVGO
Broadcom Inc. 1.96%
META
Meta Platforms, Inc. 1.96%
WMT
Walmart Inc. 1.38%
UNH
UnitedHealth Group Incorporated 1.35%
XOM
Exxon Mobil Corporation 1.33%

Sector Weightings

Recent News: NELCX

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Research Reports: NELCX

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