Nuveen Dividend Value Fund Quote
| FFECX Fund | USD 14.21 0.16 1.14% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Nuveen Dividend is trading at 14.21 as of the 24th of April 2024; that is 1.14 percent increase since the beginning of the trading day. The fund's open price was 14.05. Nuveen Dividend has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nuveen Dividend Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in dividend-paying equity securities. It invests in convertible securities in pursuit of both long-term growth of capital and income. More on Nuveen Dividend Value
Moving together with Nuveen Mutual Fund
| 0.93 | EMGRX | Nuveen Small Cap | PairCorr |
| 0.88 | NPSAX | Nuveen Preferred Sec | PairCorr |
| 0.89 | NPSFX | Nuveen Preferred Sec | PairCorr |
| 0.94 | NPSCX | Nuveen Preferred Sec | PairCorr |
| 0.89 | NPSRX | Nuveen Preferred Sec | PairCorr |
Nuveen Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Nuveen Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Nuveen Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Nuveen Funds, Large Value Funds, Large Value, Nuveen (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Nuveen Dividend Value [FFECX] is traded in USA and was established 24th of April 2024. Nuveen Dividend is listed under Nuveen category by Fama And French industry classification. The fund is listed under Large Value category and is part of Nuveen family. This fund currently has accumulated 3.16 B in assets under management (AUM) with minimum initial investment of 3 K. Nuveen Dividend Value is currently producing year-to-date (YTD) return of 4.52% with the current yeild of 0.01%, while the total return for the last 3 years was 5.61%.
Check Nuveen Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Dividend Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen Dividend Value Mutual Fund Constituents
| SCHW | Charles Schwab Corp | Stock | Financials |
| CAT | Caterpillar | Stock | Industrials |
| DIS | Walt Disney | Stock | Communication Services |
| COF | Capital One Financial | Stock | Financials |
| CVX | Chevron Corp | Stock | Energy |
| PM | Philip Morris International | Stock | Consumer Staples |
| ABBV | AbbVie Inc | Stock | Health Care |
Nuveen Dividend Target Price Odds Analysis
Based on a normal probability distribution, the odds of Nuveen Dividend jumping above the current price in 90 days from now is about 23.64%. The Nuveen Dividend Value probability density function shows the probability of Nuveen Dividend mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Nuveen Dividend has a beta of 0.9854. This usually indicates Nuveen Dividend Value market returns are sensitive to returns on the market. As the market goes up or down, Nuveen Dividend is expected to follow. Additionally, nuveen Dividend Value has an alpha of 0.0038, implying that it can generate a 0.003762 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Nuveen Dividend to move above the current price in 90 days from now is about 23.64 (This Nuveen Dividend Value probability density function shows the probability of Nuveen Mutual Fund to fall within a particular range of prices over 90 days) .
Nuveen Dividend Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Nuveen Dividend market risk premium is the additional return an investor will receive from holding Nuveen Dividend long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Nuveen Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Nuveen Dividend's alpha and beta are two of the key measurements used to evaluate Nuveen Dividend's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5108 | |||
| Semi Deviation | 0.5344 | |||
| Standard Deviation | 0.6468 | |||
| Variance | 0.4183 |
Nuveen Dividend Against Markets
Picking the right benchmark for Nuveen Dividend mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Nuveen Dividend mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Nuveen Dividend is critical whether you are bullish or bearish towards Nuveen Dividend Value at a given time. Please also check how Nuveen Dividend's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Nuveen Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Bollinger Bands Now
Bollinger BandsUse Bollinger Bands indicator to analyze target price for a given investing horizon |
| All Next | Launch Module |
How to buy Nuveen Mutual Fund?
Before investing in Nuveen Dividend, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Nuveen Dividend. To buy Nuveen Dividend fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Nuveen Dividend. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Nuveen Dividend fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Nuveen Dividend Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Nuveen Dividend Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Nuveen Dividend Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Nuveen Dividend Value?
The danger of trading Nuveen Dividend Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Nuveen Dividend is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Nuveen Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Nuveen Dividend Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Nuveen Dividend Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Nuveen Dividend Value information on this page should be used as a complementary analysis to other Nuveen Dividend's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..