Nasdaq - Delayed Quote USD

Nuveen Core Equity W (TGIWX)

16.34 +0.15 (+0.93%)
At close: 8:00 PM EDT

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. It will invest in securities which the fund's investment adviser believes have the potential for capital appreciation, dividend income, or both. The fund focuses on large-cap securities that the advisor believes to be attractively valued, show the potential to appreciate faster than the rest of the market and return cash to shareholders in the form of dividends, stock buy-backs or both.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.27%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return 27.06%
5y Average Return 17.74%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TGIWXCategory AverageTGIWXCategory AverageTGIWXCategory Average
Alpha 1.26 -0.01 0.77 -0.01 -0.09 -0.01
BETA 1 0.01 1.02 0.01 1.03 0.01
Mean Annual Return 1.17 0.01 1.47 0.01 1.17 0.01
R-squared 97.24 0.94 98.03 0.95 97.61 0.95
Standard Deviation 17.85 0.17 18.61 0.19 15.91 0.15
Sharpe Ratio 0.58 0 0.82 0.01 0.78 0.01
Treynor Ratio 9.38 0.03 14.3 0.1 11.47 0.1

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