Nuveen Intelligent Risk Conservative Allocation Fund

U.S. News evaluated 98 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Nuveen funds

See full Tactical Allocation rankings

See more fund rankings


The fund has returned 8.81 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.9%
1 Year 8.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more NICAX performance


The investment seeks total return. Under normal market conditions, the fund attempts to maintain a consistent risk level through changing market conditions by investing in financial instruments whose performance is expected to correspond to a variety of different asset classes. It may have exposure to any asset class, including: any commodity; any currency; U.S. and foreign equity securities; U.S. and foreign real estate; U.S. and foreign corporate bonds; U.S. and foreign government bonds; asset-backed securities; mortgage-backed securities; inflation-protected securities; and municipal bonds.


Fees are Low compared to funds in the same category.
Nuveen Intelligent Risk Conservative Allocation Fund has an expense ratio of 0.93 percent.

See more NICAX fees


Risk is N/A compared to funds in the same category according to Morningstar.

See more NICAX risk