Nuveen Nwq Large Cap Fund Quote

NQCAX Fund  USD 5.06  0.02  0.39%   

Performance

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Odds Of Distress

Less than 22

 
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Nuveen Nwq is trading at 5.06 as of the 30th of January 2025; that is 0.39% down since the beginning of the trading day. The fund's open price was 5.08. Nuveen Nwq has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of October 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in the Russell 1000 Value Index. More on Nuveen Nwq Large Cap

Moving together with NUVEEN Mutual Fund

  0.93EMGRX Nuveen Small CapPairCorr
  0.87FREAX Nuveen Real EstatePairCorr
  0.88FREGX Nuveen Real EstatePairCorr

NUVEEN Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationNuveen Funds, Large Value Funds, Large Value Funds, Large Blend Funds, Large Value, Nuveen, Large Value, Large Value (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date31st of October 2022
Fiscal Year EndJune
Nuveen Nwq Large Cap [NQCAX] is traded in USA and was established 30th of January 2025. Nuveen Nwq is listed under Nuveen category by Fama And French industry classification. The fund is listed under Large Value category and is part of Nuveen family. The entity is thematically classified as Large Value Funds. This fund now has accumulated 19.93 M in assets with no minimum investment requirementsNuveen Nwq Large is currently producing year-to-date (YTD) return of 5.77% with the current yeild of 0.02%, while the total return for the last 3 years was 12.02%.
Check Nuveen Nwq Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on NUVEEN Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding NUVEEN Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Nwq Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Nuveen Nwq Large Cap Mutual Fund Constituents

HESHess CorporationStockEnergy
VSATViaSat IncStockInformation Technology
EQTEQT CorporationStockEnergy
WMTWalmartStockConsumer Staples
PHGKoninklijke Philips NVStockHealth Care
KOThe Coca ColaStockConsumer Staples
ATVIActivision BlizzardStockCommunication Services
CNPCenterPoint EnergyStockUtilities
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Nuveen Nwq Large Risk Profiles

Nuveen Nwq Against Markets

Other Information on Investing in NUVEEN Mutual Fund

Nuveen Nwq financial ratios help investors to determine whether NUVEEN Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in NUVEEN with respect to the benefits of owning Nuveen Nwq security.
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