NUGIX Mutual Fund

NUGIX Mutual Fund (Nuveen Global Dividend Growth Fund Class I) is managed by Nuveen. NUGIX expense ratio is 0.90%, holding 48 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2012-06-11.

NUGIX performance shows a YTD return of 7.98%. The 1-year return is 12.30% and the 5-year return is 8.53%. NUGIX dividend yield stands at 10.74%, paid quarterly.

NUGIX top holdings include Apple, Inc (6.1%), Microsoft Corp (5.1%), Broadcom Inc (4.4%), Jpmorgan Chase (4.4%), Taiwan Semiconductor - Adr (4.0%). Go to all NUGIX holdings, NUGIX sectors, or NUGIX dividends.

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