NELIX Mutual Fund
NELIX Mutual Fund
Nuveen Equity Long/Short Fund CLASS I
NELIX Mutual Fund Overview
NELIX Mutual Fund (Nuveen Equity Long/Short Fund CLASS I) is managed by Nuveen with $278.8M in net assets. NELIX expense ratio is 1.91%, holding 181 positions across sectors including Other, Information Technology, Communication Services. Inception date: 2008-12-30.
NELIX performance shows a YTD return of 6.71%. The 1-year return is 14.54% and the 5-year return is 9.86%. NELIX dividend yield stands at 3.54%, paid annually.
NELIX top holdings include Science Applications International Corp. 5.875% 11/1/2033 (29.3%), Apple, Inc (5.5%), Nvidia Corp. (4.8%), Alphabet Inc Common Stock USD 0.001 (4.7%), Microsoft Corp 4.100 Feb 06 37 (4.0%). View all NELIX holdings, sector breakdown, or dividend history.
NELIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NELIX alternatives are available via the screener, along with tax-loss harvesting opportunities.