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Nuveen Equity Market Neutral I (NIMEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.280.00 (0.00%)
At close: 09:00PM EDT

Nuveen Equity Market Neutral I

Nuveen Investment Trust

333 West Wacker Drive 32Nd Floor

Chicago IL 60606

800-257-8787
Management information
David Chalupnik,Lead manager since 2 March 2021
Scott M. Tonneson, titulaire de la certification CFA, a commencé à travailler dans le secteur financier en 1994 avant de rejoindre FAF en 2007. Auparavant, il travaillait chez Ameriprise Financial en tant qu’analyste actions quantitatif, analyste de société et analyste comptable. Il entre chez Nuveen Asset Management le 1er janvier 2011, dans le cadre de l’acquisition d’une division de l’activité de gestion d’actifs de FAF.
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

CategoryEquity Market Neutral
Fund familyNuveen
Net assets71.32M
YTD return9.52%
Yield0.00%
Morningstar rating★★★
Inception date16 Jun 2013

Fund operations

Last dividend0.10
Last cap gain0.00
Holdings turnover190.00%
Average for categoryN/A

Fees and expenses

ExpenseNIMEXCategory average
Annual report expense ratio (net)2.71%2.30%
Prospectus net expense ratio2.71%N/A
Prospectus gross expense ratio2.79%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.00%
3-yr expense projection853N/A
5-yr expense projection1,463N/A
10-yr expense projection3,109N/A