Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Nuveen Equity Long/Short I (NELIX)

58.07
+0.27
+(0.47%)
At close: 8:01:46 PM EDT
Loading Chart for NELIX
  • Previous Close 57.80
  • YTD Return 1.09%
  • Expense Ratio 1.93%
  • Category Long-Short Equity
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 144.97M
  • Beta (5Y Monthly) 0.67
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 98.00%
  • Last Dividend 0.54
  • Inception Date Dec 30, 2008

The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the fund's benchmark index, the Russell 1000 Index, at the time the position is taken. As a result, the fund will invest significantly in large-capitalization companies, though it may also invest in mid-capitalization companies.

Nuveen

Fund Family

Long-Short Equity

Fund Category

144.97M

Net Assets

2008-12-30

Inception Date

Performance Overview: NELIX

View More

Trailing returns as of 3/31/2025. Category is Long-Short Equity.

YTD Return

NELIX
1.09%
Category
9.18%
 

1-Year Return

NELIX
15.42%
Category
22.90%
 

3-Year Return

NELIX
11.01%
Category
7.45%
 

5-Year Return

NELIX
13.75%
Category
7.00%
 

People Also Watch

Holdings: NELIX

View More

Sector Weightings

SectorNELIX
Technology   27.66%
Industrials   13.17%
Healthcare   8.33%
Real Estate   3.26%
Energy   3.26%
Utilities   2.43%

Recent News: NELIX

View More

Research Reports: NELIX

View More

Top Mutual Funds