Nuveen Symphony International Fund Five Year Return
Nuveen Symphony International fundamentals help investors to digest information that contributes to Nuveen Symphony's financial success or failures. It also enables traders to predict the movement of Nuveen Mutual Fund. The fundamental analysis module provides a way to measure Nuveen Symphony's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nuveen Symphony mutual fund.
Nuveen |
Nuveen Symphony International Mutual Fund Five Year Return Analysis
Nuveen Symphony's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Nuveen Symphony Five Year Return | (2.47) % |
Most of Nuveen Symphony's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nuveen Symphony International is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Nuveen Symphony International has a Five Year Return of -2.47%. This is 485.94% lower than that of the Category family and notably lower than that of the Family category. The five year return for all United States funds is 176.23% higher than that of the company.
Nuveen Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nuveen Symphony's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Nuveen Symphony could also be used in its relative valuation, which is a method of valuing Nuveen Symphony by comparing valuation metrics of similar companies.Nuveen Symphony is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Nuveen Symphony
The fund consists of 97.26% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Nuveen Symphony's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Nuveen Fundamentals
| Price To Earning | 13.70 X | |||
| Price To Book | 1.22 X | |||
| Price To Sales | 0.68 X | |||
| Total Asset | 3.18 M | |||
| One Year Return | (10.52) % | |||
| Three Year Return | 11.99 % | |||
| Five Year Return | (2.47) % | |||
| Net Asset | 3.18 M | |||
| Minimum Initial Investment | 3 K | |||
| Cash Position Weight | 1.64 % | |||
| Equity Positions Weight | 97.26 % |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios. 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 nation. Note that the Nuveen Symphony Inte information on this page should be used as a complementary analysis to other Nuveen Symphony'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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Other Consideration for investing in Nuveen Mutual Fund
If you are still planning to invest in Nuveen Symphony Inte check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Nuveen Symphony's history and understand the potential risks before investing.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |