Nuveen Nwq Flexible Fund Quote
| NWQAX Fund | USD 19.16 0.14 0.74% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Nuveen Nwq is trading at 19.16 as of the 2nd of December 2024; that is 0.74% up since the beginning of the trading day. The fund's open price was 19.02. 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 Flexible are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in income producing debt, preferred and convertible securities. It may invest without limit in below-investment-grade securities, commonly referred to as high yield securities or junk bonds. More on Nuveen Nwq Flexible
Moving together with Nuveen Mutual Fund
| 0.89 | NPSAX | Nuveen Preferred Sec | PairCorr |
| 0.89 | NPSFX | Nuveen Preferred Sec | PairCorr |
| 0.88 | NPSCX | Nuveen Preferred Sec | PairCorr |
Moving against Nuveen Mutual Fund
Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Value Funds, Multisector Bond Funds, Multisector Bond, Nuveen (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Nuveen Nwq Flexible [NWQAX] is traded in USA and was established 2nd of December 2024. Nuveen Nwq is listed under Nuveen category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Nuveen family. This fund now has accumulated 1.21 B in assets with no minimum investment requirementsNuveen Nwq Flexible is currently producing year-to-date (YTD) return of 7.62% with the current yeild of 0.05%, while the total return for the last 3 years was 0.84%.
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 Flexible 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 Flexible Mutual Fund Constituents
| FE | FirstEnergy | Stock | Utilities |
Nuveen Nwq Flexible Risk Profiles
| Mean Deviation | 0.1717 | |||
| Standard Deviation | 0.2225 | |||
| Variance | 0.0495 | |||
| Downside Variance | 0.0406 |
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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