NELAX

Active

Nuveen Equity Long/Short Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.16%
Annual Cost per $10K
$216.00
30-Year Fee Drag per $10K
$34,836
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+12.52%

Asset Allocation

US Equity
100%

Fee Comparison

NELAX
2.16%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

104% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+55.12%3Y
Compare to

Fee Impact Calculator

$
%
NELAX at 2.16%$206,434
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$174,179
Cost vs index fund−$170,991

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
NELAXNuveen Equity Long/Short Fund2.16%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
QCGRFXCollege Retirement Equities Fund - Growth Account
PAALXPIMCO All Asset Fund2.11%
ECFAXEaton Vance Floating-Rate Advantage Fund2.35%
MEGBXMFS Growth Fund1.58%
VVIPXVoya VACS Index Series S Portfolio
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
EGFSXEdgewood Growth Fund1.25%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
HCMDXHCM Tactical Plus Fund1.98%
HCMNXHCM Sector Plus Fund1.97%
RRTNXT. Rowe Price Retirement 2025 Fund1.04%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
HCAIXHarbor Capital Appreciation Fund1.02%
PARDXT. Rowe Price Retirement 2040 Fund0.85%
TWCUXUltra Fund0.89%
RTLCXTax-Managed U.S. Large Cap Fund1.91%
APGAXAB LARGE CAP GROWTH FUND INC0.82%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
PARKXT. Rowe Price Retirement 2035 Fund0.84%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
FLMVXJPMorgan Mid Cap Value Fund1.09%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
PLFMXLargeCap S&P 500 Index Fund1.29%
LGRRXLoomis Sayles Growth Fund0.91%
WHGAXWESTWOOD QUALITY SMALLCAP FUND1.79%
PARLXT. Rowe Price Retirement 2045 Fund0.86%
PARFXT. Rowe Price Retirement 2050 Fund0.88%
HDGCXTHE HARTFORD DIVIDEND AND GROWTH FUND1.74%
HGIRXHARTFORD CORE EQUITY FUND1.08%
JENIXThe Jensen Quality Growth Fund Inc1.26%
TWCGXGrowth Fund0.89%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
SIRRXOcean Park Tactical All Asset Fund2.01%
SSICXOcean Park Tactical Core Income Fund2.05%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
LMPPXClearBridge Appreciation Fund1.24%
SCDGXDWS Core Equity Fund1.24%
CSECXCalvert Equity Fund1.65%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
LMPLXClearBridge Large Cap Growth Fund1.33%
RSECXU.S. Strategic Equity Fund1.85%
DCCAXMacquarie Small Cap Core Fund1.06%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
EABLXEaton Vance Floating-Rate Fund1.06%
PLCGXLargeCap Growth Fund I0.94%
AMLPAlerian MLP ETF0.85%
PFSEXPFG JP Morgan Tactical Aggressive Strategy Fund$1M min2.35%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
ATHAXHeritage Fund1.25%
RRTMXT. Rowe Price Retirement 2015 Fund1.00%
ATEAXAnchor Risk Managed Equity Strategies Fund2.14%
HCMEXHCM Multi-Asset Plus Fund1.64%
VPVAADVPIMCO All Asset Portfolio2.26%
CIPMXChamplain MidCap Fund1.09%
DEVLXMacquarie Small Cap Value Fund1.10%
AFDAXLarge Cap Equity Fund1.04%
BPTUXBaron Partners Fund1.99%
LGLCXLord Abbett Growth Leaders Fund1.65%
FRURXFranklin Utilities Fund1.06%
GATEXGateway Fund0.94%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
CSMFXCarillon Scout Mid Cap Fund2.00%
CSCCXCalvert Small Cap Fund1.94%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
LCBVXClearBridge Large Cap Value Fund1.40%
XMPTVanEck CEF Muni Income ETF1.97%
SVFRXSmead Value Fund1.37%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
RYOCXNASDAQ-100 Fund1.27%
CGWRXColumbia Cornerstone Growth Fund0.97%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
TWCIXSelect Fund0.90%
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
ESPAXAllspring Special Small Cap Value Fund1.17%
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
JAIKXLifestyle Growth Portfolio0.86%
DDVAXMacquarie Value Fund0.97%
ITHRXTHE HARTFORD CAPITAL APPRECIATION FUND1.42%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
CSJFXCohen & Steers Realty Shares0.80%
LMPOXClearBridge Small Cap Growth Fund1.48%
PFJDXPFG JP Morgan Tactical Moderate Strategy Fund$1M min2.28%
JELGXManaged Volatility Growth Portfolio0.82%
HSVRXHarbor Small Cap Value Fund1.13%
SDRAXSwan Defined Risk Fund1.50%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
HLSCXHARTFORD DISCIPLINED EQUITY HLS FUND1.09%
GCTAXGoldman Sachs U.S. Tax-Managed Equity Fund1.01%
RWSNXRedwood Systematic Macro Trend Fund1.83%
CIPSXChamplain Small Company Fund1.24%

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