4. NUVEEN TRADEWINDS VALUE OPPORTUNITIES (NVOAX)
Return: 18%Assets: $2.3 billion Manager: David Iben, since 1995 Top stocks: Cash, 15%, Newmont Mining (NEM), 4.2%, and Barrick Gold (ABX), 4.1% Big winner: Arch Coal (ACI) is the second-largest coal producer in the U.S. It makes up 1.9% of fund and has gained 37% this year. Strategy: The fund is the most consistent performer of the group, boasting a five-year annualized return of 12%, almost double that of the next best performer. Nuveen Tradewinds Value Opportunities holds 50 stocks, and the top 10 account for a third of the portfolio. Turnover is about average at 48%. The fund seeks long-term capital appreciation with a value orientation. Its current success comes from riding the mining wave. Its top four stocks, all with returns in the 23% to 29% range, are gold miners, except for the fifth-largest stock, Cameco (CCO) , which mines uranium. After that, the picks are diverse. There are few losers in the portfolio, and most of those are single-digit losses. Those stocks include an international mix of companies with varying market values.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV