Nuveen Nwq Large Cap Fund Quote
| NQCAX Fund | USD 4.96 0.01 0.20% |
PerformanceInsignificant
| Odds Of DistressLow
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Nuveen Nwq is trading at 4.96 as of the 21st of March 2025; that is 0.2% down since the beginning of the trading day. The fund's open price was 4.97. 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 21st of December 2024 and ending today, the 21st of March 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
Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Value Funds, Large Value, Nuveen, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Nuveen Nwq Large Cap [NQCAX] is traded in USA and was established 21st of March 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. 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 0.41% with the current yeild of 0.02%, while the total return for the last 3 years was 10.36%.
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
| KO | The Coca Cola | Stock | Consumer Staples | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| GD | General Dynamics | Stock | Industrials | |
| ELV | Elevance Health | Stock | Health Care | |
| UNM | Unum Group | Stock | Financials | |
| BIO | Bio Rad Laboratories | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials |
Nuveen Nwq Large Risk Profiles
| Mean Deviation | 0.758 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.2 | |||
| Risk Adjusted Performance | (0.06) |
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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