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NVOAX Nuveen Tradewinds Value Opportunities A

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Fund NVOAX Nuveen Tradewinds Value Opportunities A CAPE Barclays ETN+ Shiller Capet FLVEX Fidelity® Large Cap Value Enhanced Index  
100% 91% 85%
Annual Fees
(1.15% Exp. Ratio)
(0.45% Exp. Ratio)
(0.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,672.20 $45,318.41 $45,182.04
Est. savings over 30 yrs +$8,646.21 +$8,509.84
As of 9/30/16
1 YR RETURN 12.95%
3 YR 7.04%
5 YR 9.19%
10 YR 7.92%
1 YR RETURN 24.74%
3 YR 14.64%
5 YR --
10 YR --
1 YR RETURN 13.14%
3 YR 9.83%
5 YR 16.10%
10 YR --
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in equity securities of companies with varying market capitalizations, which may include small-, mid- and large-capitalization companies. The fund's sub-adviser opportunistically seeks to identify under-valued companies considering absolute valuation and security pricing in the context of industry and market conditions.
The investment seeks to replicate, net of expenses, the Shiller Barclays CAPETM US Core Sector Index. The index seeks to provide a notional long exposure to the top four relatively undervalued US equity sectors that also exhibit relatively strong price momentum. It incorporates the CAPE (Cyclically Adjusted Price Earnings) ratio to assess equity market valuations of nine sectors on a monthly basis and to identify the relatively undervalued sectors represented in the S&P 500®.
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 1000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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