| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
3
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.22 percent over the past year, and 11.83 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.3% |
| 1 Year | 14.2% |
| 3 Years (Annualized) | 11.8% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current income and capital appreciation. The fund invests at least 80% of its net assets in income producing securities. It invests at least 65% of its net assets in preferred and debt securities. The fund will invest at least 25% of its assets in securities of companies principally engaged in financial services. It may invest without limit in below-investment-grade securities, commonly referred to as "high yield" or "junk bonds." The fund may invest up to 50% of its net assets in dollar-denominated securities issued by non-U.S. companies.
Fees
Fees are Above Average compared to funds in the same category.
Nuveen NWQ Flexible Income Fund has an expense ratio of 0.97 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
