NUGIX Mutual Fund

NUGIX Mutual Fund (Nuveen Global Dividend Growth Fund Class I) is managed by Nuveen. NUGIX expense ratio is 0.90%, holding 49 positions across sectors including Information Technology, Financials, Energy. Inception date: 2012-06-11.

NUGIX performance shows a YTD return of 6.88%. The 1-year return is 14.57% and the 5-year return is 8.70%. NUGIX dividend yield stands at 10.85%, paid quarterly.

NUGIX top holdings include Apple, Inc (6.4%), Broadcom Inc (5.3%), Taiwan Semiconductor - Adr (5.2%), Microsoft Corp (5.1%), Jpmorgan Chase (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.