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Nuveen Equity Long/Short C (NELCX)

53.96 +0.04 (+0.07%)
At close: 8:00 PM EST

Fund Summary

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 Equity Long/Short C

Chicago IL 60606
333 W Wacker Dr 32nd Fl

Fund Overview

Category Long-Short Equity
Fund Family Nuveen
Net Assets 136.45M
YTD Return 15.97%
Yield 2.81%
Morningstar Rating
Inception Date Dec 30, 2008

Fund Operations

Last Dividend 1.45
Last Cap Gain 31.00
Holdings Turnover 98.00%
Average for Category --

Fees & Expenses

Expense NELCX Category Average
Annual Report Expense Ratio (net) 2.96% 1.92%
Prospectus Net Expense Ratio 2.96% --
Prospectus Gross Expense Ratio 3.17% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Claire L. Ross, Lead Manager since June 01, 2021
Claire L. Ross is a Managing Director and Co-Head of Active Equity Research at Nuveen Asset Management, LLC. Ms. Ross joined TIAA and Nuveen in 2014 and was appointed Associate Director of Equity Research in 2019. Prior to joining TIAA, Ms. Ross worked at Surveyor Capital, a division of Citadel. Ms. Ross started her career as a research analyst at Goldman Sachs.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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