| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 473 Large Growth 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 13.82 percent over the past year, 12.34 percent over the past three years, and 5.25 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 13.8% |
| 3 Years (Annualized) | 12.3% |
| 5 Years (Annualized) | 5.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation with lower absolute volatility than the broad equity market. The fund invests at least 80% of assets in equity securities of companies with varying market capitalizations. It seeks to produce long-term returns superior to the market with reduced absolute risk.
Fees
Fees are Above Average compared to funds in the same category.
Nuveen Symphony Optimized Alpha Fund has an expense ratio of 1.98 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
