Mutual Funds


Nuveen Real Estate Securities Fund

As described in the prospectus, availability of the Nuveen Real Estate Securities Fund is limited to certain classes of investors.

Fund Description

A portfolio of primarily U.S. equity real estate investment trusts.

Key Features

  • Robust Portfolio Construction: Access to real estate properties often overlooked by peers
  • Distinct Valuation Approach: Excess return potential driven by security selection
  • Consistent, Time-Tested Results: A strong track record of delivering competitive returns

Who Should Invest

Investors Seeking:
  • Access to the diversification benefits of commercial real estate markets through listed securities
  • Above average equity yield
  • Long-term capital appreciation potential

Fund Basics - A Shares

Fund SymbolFREAX
Fund Cusip670678705
Inception Date9/29/1995
Latest NAV as of 7/28/2015$23.01

Morningstar Ratings: A Shares

As of date: 6/30/2015 Category: Real Estate

 Number of FundsRatingsLoad Waived Ratings
3 year232
5 year199
10 year151

Morningstar ratings may vary among share classes and are based on historical risk-adjusted total returns, which are not indicative of future results. The fund may have experienced negative returns over the time periods rated.

View Nuveen's 4-and 5-Star Funds

Portfolio Managers

Jay Rosenberg

Jay Rosenberg
20 years investment experience
Managed fund since 2005

Scott Sedlak

Scott Sedlak
15 years investment experience
Managed fund since 2011

Average Annual Total Returns: A Shares

as of date: 6/30/2015

Sales Charge
Sales Charge
YTD - 07/28/2015 -7.59%-1.96%
1 Month -9.85%-4.33%
3 Month -15.12%-9.96%
6 Month -11.65%-6.26%
1 Year -2.35%3.60%
3 Year 6.29%8.41%
5 Year 12.76%14.09%
10 Year 7.70%8.34%
Since Inception 11.27%11.60%

Expense Ratios: A Shares

Updated annually

Net Expense Ratio1.30%
Gross Expense Ratio1.30%

A Word On Risk

Mutual fund investing involves risk; principal loss is possible. Common stocks and REITs such as those held in the Fund involve market risk, concentration risk, sector risk, and non-diversification risk. The real estate industry is greatly affected by economic downturns that may persist as well as changes in property values, taxes, and regulatory developments. Foreign investments involve additional risks including currency fluctuations, and economic or political instability. These risks are magnified in emerging markets. The use of derivatives involves substantial financial risks and transaction costs.

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