Nuveen Symphony Floating Rate Income R6 (NFRFX)
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Nuveen Symphony Floating Rate Income R6
Chicago IL 60606
333 West Wacker Drive
C/O John Nuveen & Co Inc
Management information
Kevin R. Lorenz,Lead manager since 16 August 2020
Kevin is a portfolio manager for Nuveen’s global fixed income team and heads the leveraged finance sector team, which selects high yield and leveraged loan securities for all portfolios. He is also the lead portfolio manager for the High Yield strategies, co-manager of the Multi-Sector Bond strategy and a member of the Investment Committee, which establishes investment policy for all global fixed income products.
Kevin has served in a variety of roles since joining the firm in 1987. He has been investing in high yield over his entire career and has focused exclusively on high yield since 1995. He began his career at the firm as a generalist focusing on the private placement market. Kevin has been quoted in The New York Times, Barron’s, The Wall Street Journal, Reuters and other financial press as well as appearances on CNBC for his seasoned views on the high yield asset class.
Kevin graduated with a B.S. in Accounting from Rider University and an M.B.A. in Finance from Indiana University. He holds the CFA designation and is a member of the New York Society of Security Analysts.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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
CategoryBank Loan
Fund familyNuveen
Net assets1.52B
YTD return2.83%
Yield9.04%
Morningstar rating★★★★
Inception date1 May 2011
Fund operations
Last dividend0.57
Last cap gain-21.00
Holdings turnover24.00%
Average for categoryN/A
Fees and expenses
ExpenseNFRFXCategory average
Annual report expense ratio (net)1.78%1.03%
Prospectus net expense ratio1.78%N/A
Prospectus gross expense ratio1.78%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.08%
Max deferred sales loadN/A1.05%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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