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.

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Performance

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

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Summary

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

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

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Risk

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

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