Nuveen High Income Bond Fund Class A

 (MUTF:FJSIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.15%
   
1 week
   
-0.51%  
4 week
   
-1.13%  
3 month   +2.17%
   
YTD   +2.08%
   
1 year   +23.51%
   
3 years*   +1.90%
   
5 years*   +5.38%
   
*annualized
Best 3 month return+21.96%  
Worst 3 month return-30.51%  

Morningstar statistics

Morningstar category: High Yield Bond
  Return Risk Rating
3 years Below Average High
5 years Average High
10 years Average High
Overall Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets483.18M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyNuveen 

Asset allocation

Cash4.11%  
Stocks2.88%  
Bonds88.32%  
Preferred3.03%  
Convertible1.02%  
Other0.64%  

Purchase information

Initial$3,000  
Additional$100  
IRA Initial$2,500  
AIP Initial$3,000  
AIP Additional$100  
7.82+0.02(0.26%)
Mar 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks a high level of current income. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in bonds rated lower than investment grade at the time of purchase or in unrated bonds of comparable quality (securities commonly referred to as "high-yield" securities or "junk" bonds). It may invest up to 20% of its net assets in fixed and floating rate loans, including senior loans and secured and unsecured junior loans. The fund may invest in exchange-traded funds, closed-end funds, and other investment companies ("investment companies").
Fund filings (PDF) »
Asset managers:
John Fruit (Started: Nov 30, 2005)
Jeffrey Schmitz (Started: Jan 22, 2008)
Advisor Company:
Nuveen Fund Advisors, LLC.
Fund family reports on Morningstar »
Nuveen Investment Trust, John Nuveen & Co. Inc., Chicago, IL 60606, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 27.69 2.33 5.10 3.36
Beta* 0.73 0.12 0.29 0.74
Mean annual return 2.41 0.23 0.49 0.56
R-squared* 20.38 0.17 1.39 4.58
Standard deviation 5.62 8.32 7.10 11.43
Sharpe ratio 5.05 0.32 0.81 0.53
* Against standard index

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