NUGAX Mutual Fund

NUGAX Mutual Fund (Nuveen Global Dividend Growth Fund Class A) is managed by Nuveen with $8.6M in net assets. NUGAX expense ratio is 1.15%, holding 49 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-06-11.

NUGAX performance shows a YTD return of 6.70%. The 1-year return is 14.27% and the 5-year return is 8.66%. NUGAX dividend yield stands at 10.49%, paid quarterly.

NUGAX top holdings include Apple, Inc (5.9%), Taiwan Semiconductor Manufacturing Co Ltd (4.8%), Asml Holding Nv (4.8%), Broadcom Inc (4.4%), Jpmorgan Chase (4.3%). Go to all NUGAX holdings, NUGAX sectors, or NUGAX dividends.

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