Nuveen Strategy Growth Fund Three Year Return
Nuveen Strategy Growth fundamentals help investors to digest information that contributes to Nuveen Strategy's financial success or failures. It also enables traders to predict the movement of Nuveen Mutual Fund. The fundamental analysis module provides a way to measure Nuveen Strategy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nuveen Strategy mutual fund.
Nuveen |
Nuveen Strategy Growth Mutual Fund Three Year Return Analysis
Nuveen Strategy's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Nuveen Strategy Three Year Return | 15.58 % |
Most of Nuveen Strategy's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nuveen Strategy Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Nuveen Strategy Growth has a Three Year Return of 15.58%. This is 263.17% higher than that of the Nuveen family and significantly higher than that of the Allocation--50% to 70% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Nuveen Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nuveen Strategy's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Nuveen Strategy could also be used in its relative valuation, which is a method of valuing Nuveen Strategy by comparing valuation metrics of similar companies.Nuveen Strategy is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Nuveen Strategy
The fund invests 65.07% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (30.34%) , cash (3.27%) and various exotic instruments.Asset allocation divides Nuveen Strategy's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Nuveen Fundamentals
| Price To Earning | 17.89 X | |||
| Price To Book | 2.04 X | |||
| Price To Sales | 1.32 X | |||
| Total Asset | 97.37 M | |||
| One Year Return | (1.21) % | |||
| Three Year Return | 15.58 % | |||
| Five Year Return | 0.97 % | |||
| Ten Year Return | 3.94 % | |||
| Net Asset | 97.37 M | |||
| Minimum Initial Investment | 3 K | |||
| Last Dividend Paid | 0.19 | |||
| Cash Position Weight | 3.27 % | |||
| Equity Positions Weight | 65.07 % | |||
| Bond Positions Weight | 30.34 % |
About Nuveen Strategy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nuveen Strategy Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nuveen Strategy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nuveen Strategy Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Try AI Portfolio ArchitectCheck out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Nuveen Strategy Growth information on this page should be used as a complementary analysis to other Nuveen Strategy's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Other Consideration for investing in Nuveen Mutual Fund
If you are still planning to invest in Nuveen Strategy Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Nuveen Strategy's history and understand the potential risks before investing.
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