Nuveen Nwq Multi Cap Fund Quote
| NQVAX Fund | USD 48.96 0.54 1.12% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Nuveen Nwq is trading at 48.96 as of the 24th of April 2024; that is 1.12% increase since the beginning of the trading day. The fund's open price was 48.42. Nuveen Nwq has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok 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 4th of July 2022 and ending today, the 24th of April 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
| 0.87 | EMGRX | Nuveen Small Cap | PairCorr |
| 0.88 | NPSAX | Nuveen Preferred Sec | PairCorr |
| 0.88 | NPSFX | Nuveen Preferred Sec | PairCorr |
| 0.95 | NPSCX | Nuveen Preferred Sec | PairCorr |
| 0.88 | NPSRX | Nuveen Preferred Sec | PairCorr |
Nuveen Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Nuveen Nwq's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Nuveen Nwq or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Nuveen Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Nuveen, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Nuveen Nwq Multi Cap [NQVAX] is traded in USA and was established 24th of April 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 4.11% with the current yeild of 0.01%, while the total return for the last 3 years was 7.41%.
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
| C | Citigroup | Stock | Financials |
| COHR | Coherent | Stock | Information Technology |
| TRIP | TripAdvisor | Stock | Communication Services |
| EQT | EQT Corporation | Stock | Energy |
| ATVI | Activision Blizzard | Stock | Communication Services |
| RNR | Renaissancere Holdings | Stock | Financials |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary |
Nuveen Nwq Target Price Odds Analysis
Based on a normal probability distribution, the odds of Nuveen Nwq jumping above the current price in 90 days from now is about 19.03%. The Nuveen Nwq Multi Cap probability density function shows the probability of Nuveen Nwq mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Nuveen Nwq has a beta of 0.9489. This indicates Nuveen Nwq Multi Cap market returns are sensitive to returns on the market. As the market goes up or down, Nuveen Nwq is expected to follow. Additionally, nuveen Nwq Multi Cap has an alpha of 0.0033, implying that it can generate a 0.003325 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Nuveen Nwq to move above the current price in 90 days from now is about 19.03 (This Nuveen Nwq Multi Cap probability density function shows the probability of Nuveen Mutual Fund to fall within a particular range of prices over 90 days) .
Nuveen Nwq Multi Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Nuveen Nwq market risk premium is the additional return an investor will receive from holding Nuveen Nwq long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Nuveen Nwq. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Nuveen Nwq's alpha and beta are two of the key measurements used to evaluate Nuveen Nwq's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4905 | |||
| Semi Deviation | 0.628 | |||
| Standard Deviation | 0.6455 | |||
| Variance | 0.4166 |
Nuveen Nwq Against Markets
Picking the right benchmark for Nuveen Nwq mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Nuveen Nwq mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Nuveen Nwq is critical whether you are bullish or bearish towards Nuveen Nwq Multi Cap at a given time. Please also check how Nuveen Nwq's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Nuveen Nwq without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Nuveen Mutual Fund?
Before investing in Nuveen Nwq, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Nuveen Nwq. To buy Nuveen Nwq fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Nuveen Nwq. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Nuveen Nwq fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Nuveen Nwq Multi Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Nuveen Nwq Multi Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Nuveen Nwq Multi Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Nuveen Nwq Multi Cap?
The danger of trading Nuveen Nwq Multi Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Nuveen Nwq is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Nuveen Nwq. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Nuveen Nwq Multi is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen Nwq Multi Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Nuveen Nwq Multi information on this page should be used as a complementary analysis to other Nuveen Nwq's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.