NELIX Mutual Fund

NELIX Mutual Fund (Nuveen Equity Long/Short Fund CLASS I) is managed by Nuveen with $278.8M in net assets. NELIX expense ratio is 1.91%, holding 181 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2008-12-30.

NELIX performance shows a YTD return of 6.71%. The 1-year return is 12.41% and the 5-year return is 9.60%. NELIX dividend yield stands at 3.56%, paid annually.

NELIX top holdings include Oracle Corporation 4.9 02/06/2033 (29.3%), Apple, Inc (5.5%), Nvidia Corp. (4.8%), Alphabet Inc Common Stock USD 0.001 (4.7%), Microsoft Corp (4.0%). Go to all NELIX holdings, NELIX sectors, or NELIX dividends.

NELIX can be compared against other funds. Use NELIX overlap to find shared positions, or NELIX vs another fund for a side-by-side view. NELIX alternatives are available via the screener, along with tax-loss harvesting opportunities.