Nuveen Equity Market Neutral Fund Class I (NIMEX) Research

The fund operates with a market-neutral investment approach, aiming to generate consistent, positive returns regardless of broader market fluctuations. Its success relies predominantly on the skillful selection of individual securities, rather than on the overall direction or performance of the stock market. To execute this strategy, the fund constructs a diversified portfolio of equities by simultaneously holding both long and short positions. A significant majority of the stocks in which the fund invests, for both long and short exposure, are components of the Russell 1000 Index at the point of purchase.

Market snapshot

Symbol
NIMEX
Price
$21.28
Day change
0.00%
Market cap
$71.3M
52-week range
18.98-22.05
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Select Global Growth Fund Institutional 2 Class (CADIX)
  • Columbia Select Global Growth Fund Class R (COGRX)
  • Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN)
  • FormulaFolios US Equity Fund Investor Class (FFIOX)
  • EA Series Trust - Matrix Advisors Value ETF (MAVFX)
  • Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD)
  • BNY Mellon Focused Equity Opportunities Fund Investor Shares (MFOIX)
  • Manning & Napier Target 2025 Series Class I (MTOAX)

Open Nuveen Equity Market Neutral Fund Class I (NIMEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.