Nuveen Real Asset Fund Quote

NRIAX Fund  USD 21.97  0.13  0.60%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Nuveen Real is trading at 21.97 as of the 1st of December 2024; that is 0.60% up since the beginning of the trading day. The fund's open price was 21.84. Nuveen Real has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Nuveen Real Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in securities issued by real asset related companies that are generating income at the time of purchase. It will invest in both equity securities and debt securities, but will not invest more than 40 percent of its net assets in debt securities. More on Nuveen Real Asset

Moving together with Nuveen Mutual Fund

  0.61FREAX Nuveen Real EstatePairCorr
  0.65NPSAX Nuveen Preferred SecPairCorr
  0.65NPSFX Nuveen Preferred SecPairCorr
  0.72NPSCX Nuveen Preferred SecPairCorr

Nuveen Mutual Fund Highlights

Fund ConcentrationNuveen Funds, Large Funds, World Allocation Funds, World Allocation, Nuveen (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Nuveen Real Asset [NRIAX] is traded in USA and was established 1st of December 2024. Nuveen Real is listed under Nuveen category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Nuveen family. This fund now has accumulated 1.17 B in assets with no minimum investment requirementsNuveen Real Asset is currently producing year-to-date (YTD) return of 9.32% with the current yeild of 0.05%, while the total return for the last 3 years was 2.08%.
Check Nuveen Real Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Real Asset Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Nuveen Real Asset Mutual Fund Constituents

WELLWelltowerStockReal Estate
OGEOGE EnergyStockUtilities
WMBWilliams CompaniesStockEnergy
VICIVICI PropertiesStockReal Estate
STAGSTAG IndustrialStockReal Estate
SPGSimon Property GroupStockReal Estate
SOSouthern CompanyStockUtilities
PPLPPL CorporationStockUtilities
More Details

Nuveen Real Asset Risk Profiles

Nuveen Real Against Markets

Other Information on Investing in Nuveen Mutual Fund

Nuveen Real 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 Real security.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Money Managers
Screen money managers from public funds and ETFs managed around the world