Nuveen Symphony Credit Opportunities I (NCOIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Nuveen Symphony Credit Opportunities I
Chicago IL 60606
333 West Wacker Drive
C/O John Nuveen & Co Inc
Management information
,Lead manager since 28 December 2023
She joined Nuveen Asset Management in 2001 and has worked on investing in corporate private placements, project finance, lease finance and investment-grade public debt offerings across a variety of industries. Since 2009, she has been a member of Nuveen Asset Management’s leveraged finance team and was previously a senior research analyst responsible for covering the gaming, leisure and retail industries. She also oversees the risk and analytics function for Nuveen Asset Management’s global fixed income team. She is a member of Nuveen Asset Management’s Investment Committee, which establishes investment policy for all global fixed income products. She graduated with a B.S. in Operations Research and Industrial Engineering from Cornell University. She holds the CFA designation, is a member of the CFA Institute and the New York Society of Security Analysts.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryHigh Yield Bond
Fund familyNuveen
Net assets618.42M
YTD return2.48%
Yield7.13%
Morningstar rating★★★
Inception date27 Apr 2010
Fund operations
Last dividend0.43
Last cap gain-46.00
Holdings turnover135.00%
Average for categoryN/A
Fees and expenses
ExpenseNCOIXCategory average
Annual report expense ratio (net)1.77%0.95%
Prospectus net expense ratio1.77%N/A
Prospectus gross expense ratio1.84%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.88%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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