Nuveen Nwq Multi Cap Fund Quote

NQVCX Fund  USD 54.13  0.31  0.58%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Nuveen Nwq is trading at 54.13 as of the 26th of November 2024; that is 0.58 percent increase since the beginning of the trading day. The fund's open price was 53.82. Nuveen Nwq has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nuveen Nwq Multi Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of companies with large, medium and small capitalizations. It invests primarily in U.S. equity securities, but it may invest up to 35 percent of its net assets in non-U.S. More on Nuveen Nwq Multi Cap

Moving together with Nuveen Mutual Fund

  0.98EMGRX Nuveen Small CapPairCorr

Moving against Nuveen Mutual Fund

  0.78FAFMX Nuveen Ohio MunicipalPairCorr
  0.75FAFLX Nuveen Louisiana MunPairCorr
  0.72FAFOX Nuveen Kansas MunicipalPairCorr
  0.68FRKSX Nuveen Kansas MunicipalPairCorr
  0.55FACCX Nuveen All AmericanPairCorr
  0.47FAARX Nuveen All AmericanPairCorr

Nuveen Mutual Fund Highlights

Fund ConcentrationNuveen Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Nuveen (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date31st of October 2022
Fiscal Year EndJune
Nuveen Nwq Multi Cap [NQVCX] is traded in USA and was established 26th of November 2024. Nuveen Nwq is listed under Nuveen category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Nuveen family. This fund now has accumulated 119.76 M in assets with no minimum investment requirementsNuveen Nwq Multi is currently producing year-to-date (YTD) return of 24.64% with the current yeild of 0.0%, while the total return for the last 3 years was 11.98%.
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 Multi 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 Multi Cap Mutual Fund Constituents

GMGeneral MotorsStockConsumer Discretionary
TRIPTripAdvisorStockCommunication Services
DDDupont De NemoursStockMaterials
LNGCheniere EnergyStockEnergy
ATVIActivision BlizzardStockCommunication Services
ELVElevance HealthStockHealth Care
HESHess CorporationStockEnergy
RMBSRambus IncStockInformation Technology
More Details

Nuveen Nwq Multi 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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