Nuveen Equity Financials
| NELIX Fund | USD 64.88 0.17 0.26% |
Nuveen |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Nuveen Equity Fund Summary
Nuveen Equity competes with Diamond Hill, Nuveen Equity, Nuveen Equity, Guggenheim Risk, and Guggenheim Alpha. The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the funds benchmark index, the Russell 1000 Index, at the time the position is taken. As a result, the fund will invest significantly in large-capitalization companies, though it may also invest in mid-capitalization companies.Specialization | Long-Short Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO John Nuveen |
| Mutual Fund Family | Nuveen |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 257 8787 |
| Currency | USD - US Dollar |
Nuveen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Equity's current stock value. Our valuation model uses many indicators to compare Nuveen Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nuveen Equity competition to find correlations between indicators driving Nuveen Equity's intrinsic value. More Info.Nuveen Equity Longshort is regarded fourth largest fund in price to earning among similar funds. It also is regarded fourth largest fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nuveen Equity Longshort is roughly 7.78 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nuveen Equity's earnings, one of the primary drivers of an investment's value.Nuveen Equity Longshort Systematic Risk
Nuveen Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Nuveen Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Nuveen Equity Longshort correlated with the market. If Beta is less than 0 Nuveen Equity generally moves in the opposite direction as compared to the market. If Nuveen Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Nuveen Equity Longshort is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Nuveen Equity is generally in the same direction as the market. If Beta > 1 Nuveen Equity moves generally in the same direction as, but more than the movement of the benchmark.
Nuveen Equity December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Nuveen Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Nuveen Equity Longshort. We use our internally-developed statistical techniques to arrive at the intrinsic value of Nuveen Equity Longshort based on widely used predictive technical indicators. In general, we focus on analyzing Nuveen Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Nuveen Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6819 | |||
| Information Ratio | 0.0158 | |||
| Maximum Drawdown | 2.84 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 0.9103 |
Other Information on Investing in Nuveen Mutual Fund
Nuveen Equity financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Equity security.
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