Nuveen Nwq Global Fund Quote
| NQGCX Fund | USD 31.99 0.15 0.47% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Nuveen Nwq is trading at 31.99 as of the 23rd of April 2024; that is 0.47 percent increase since the beginning of the trading day. The fund's open price was 31.84. Nuveen Nwq has about a 20 % 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. Equity ratings for Nuveen Nwq Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of June 2023 and ending today, the 23rd of April 2024. Click here to learn more.
The fund will generally focus its investments on income producing securities. Normally, it will invest at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities, including common stock and preferred securities, certain debt securities convertible into common stock or preferred securities, and other securities with equity characteristics. More on Nuveen Nwq Global
Moving together with Nuveen Mutual Fund
| 0.9 | EMGRX | Nuveen Small Cap | PairCorr |
| 0.94 | NPSAX | Nuveen Preferred Sec | PairCorr |
| 0.93 | NPSFX | Nuveen Preferred Sec | PairCorr |
| 0.97 | NPSCX | Nuveen Preferred Sec | PairCorr |
| 0.94 | 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 Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Nuveen, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Nuveen Nwq Global [NQGCX] is traded in USA and was established 23rd of April 2024. Nuveen Nwq is listed under Nuveen category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Nuveen family. This fund now has accumulated 131.69 M in assets with no minimum investment requirementsNuveen Nwq Global is currently producing year-to-date (YTD) return of 1.73% with the current yeild of 0.02%, while the total return for the last 3 years was 3.51%.
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 Global 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 Global Mutual Fund Constituents
| DOW | Dow Inc | Stock | Materials |
| FE | FirstEnergy | Stock | Utilities |
| AGS | PlayAGS | Stock | Consumer Discretionary |
| WFC | Wells Fargo | Stock | Financials |
| ORCL | Oracle | Stock | Information Technology |
| NPPXF | Nippon Telegraph Telephone | Pink Sheet | Telecom Services |
| MSFT | Microsoft | Stock | Information Technology |
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 46.72%. The Nuveen Nwq Global 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 0.7288. This indicates as returns on the market go up, Nuveen Nwq average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Nuveen Nwq Global will be expected to be much smaller as well. Additionally, nuveen Nwq Global has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Nuveen Nwq to move above the current price in 90 days from now is about 46.72 (This Nuveen Nwq Global probability density function shows the probability of Nuveen Mutual Fund to fall within a particular range of prices over 90 days) .
Nuveen Nwq Global 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 | 0.3782 | |||
| Semi Deviation | 0.4556 | |||
| Standard Deviation | 0.5138 | |||
| Variance | 0.264 |
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 Global 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?
Run Stock Screener Now
Stock ScreenerFind equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |
| All Next | Launch Module |
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 Global 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 Global 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 Global, 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 Global?
The danger of trading Nuveen Nwq Global 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 Global 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 Global. 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 main economic indicators. Note that the Nuveen Nwq Global 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 Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.