PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all mutual funds issued by Nuveen and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Nuveen
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
ARSTX
Nuveen Small Cap Select FundSmall Cap Blend EquitiesMay 6, 19920.99%
3.14%
9.23%
0.00%
Nuveen Minnesota Intermediate Municipal Bond FundMunicipal BondsFeb 24, 19940.60%
-1.01%
2.10%
3.12%
Nuveen Real Estate Securities FundREITJun 30, 19950.97%
-8.26%
5.12%
3.74%
Nuveen Mid Cap Value FundMid Cap Value EquitiesDec 22, 19871.16%
3.31%
8.87%
3.02%
Nuveen Arizona Municipal Bond FundMunicipal BondsOct 28, 19860.80%
-1.56%
2.25%
2.84%
Nuveen Strategic Income FundMultisector BondsJan 31, 20000.59%
-0.81%
2.77%
5.99%
Nuveen Colorado Municipal Bond FundMunicipal BondsMay 3, 19870.77%
-1.42%
2.51%
3.27%
Nuveen Connecticut Municipal Bond FundMunicipal BondsJul 12, 19870.78%
-1.38%
1.80%
2.83%
Nuveen Dividend Value FundLarge Cap Value EquitiesDec 18, 19920.96%
6.34%
7.86%
4.81%
Nuveen Georgia Municipal Bond FundMunicipal BondsMar 26, 19860.83%
-1.96%
1.55%
2.87%
Nuveen Global Infrastructure FundEnergy EquitiesDec 16, 20070.97%
-0.92%
5.72%
2.53%
Nuveen Small Cap Growth Opportunities FundSmall Cap Growth EquitiesAug 1, 19950.96%
2.68%
8.60%
0.00%
Nuveen Mid Cap Growth Opportunities FundMid Cap Growth EquitiesDec 28, 19890.92%
4.37%
8.86%
0.00%
Nuveen Minnesota Municipal Bond FundMunicipal BondsJul 10, 19880.77%
-1.27%
2.24%
3.35%
Nuveen Credit Income FundHigh Yield BondsAug 30, 20010.75%
1.33%
3.21%
7.71%
Nuveen Kansas Municipal Bond FundMunicipal BondsJan 8, 19920.78%
-1.37%
2.29%
2.44%
Nuveen Kentucky Municipal Bond FundMunicipal BondsMay 3, 19870.77%
-2.26%
1.89%
2.70%
Nuveen All-American Municipal Bond FundMunicipal BondsOct 2, 19880.66%
-0.93%
2.44%
3.69%
Nuveen North Carolina Municipal Bond FundMunicipal BondsMar 26, 19860.76%
-2.03%
1.66%
2.55%
Nuveen Large Cap Select FundLarge Cap Blend EquitiesJan 31, 20030.80%
8.81%
12.31%
2.20%

1–20 of 62

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...