NWQFX Mutual Fund

NWQFX Mutual Fund (Nuveen Small Mid Cap Value Fund Class R6) is managed by Nuveen. NWQFX expense ratio is 0.75%, holding 65 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-06-30.

NWQFX performance shows a YTD return of 19.12%. The 1-year return is 32.50% and the 5-year return is 13.23%. NWQFX dividend yield stands at 5.86%, paid annually.

NWQFX top holdings include Fixed Inc Clearing Corp.Repo 1.44 7/1/2022 (4.2%), Viasat Inc (3.1%), Popular Inc_None_0 (2.5%), State Street Navigator Securities Lending Government Money Market Portfolio (2.5%), Bgc Group Inc-A (2.5%). Go to all NWQFX holdings, NWQFX sectors, or NWQFX dividends.

NWQFX can be compared against other funds. Use NWQFX overlap to find shared positions, or NWQFX vs another fund for a side-by-side view. NWQFX alternatives are available via the screener, along with tax-loss harvesting opportunities.