Nuveen Large Cap Value Fund (NQCRX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NQCRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NQCRX
NQCRX charges 0.74% annually. There are 142 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | NQCRX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NQCRX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NQCRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NQCRX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | NQCRX vs VVIAX |
Best Risk-Adjusted Alternatives to NQCRX
NQCRX has a PortfoliosLab risk / return rank of 96. There are 45 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | NQCRX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | NQCRX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | NQCRX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | NQCRX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | NQCRX vs MALVX |
Top Performing NQCRX Alternatives (YTD)
NQCRX is at 22.54% YTD. There are 18 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | NQCRX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | NQCRX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | NQCRX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | NQCRX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | NQCRX vs ADVGX |
Lowest Volatility Alternatives to NQCRX
NQCRX has 12.68% 1-year volatility. There are 248 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | NQCRX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | NQCRX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | NQCRX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | NQCRX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | NQCRX vs ACIIX |
Lowest Drawdown Alternatives to NQCRX
NQCRX has a 1-year max drawdown of -6.07%. There are 28 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NQCRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NQCRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NQCRX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | NQCRX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NQCRX vs SVAIX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 75 | 12.01% | — | Jul 1999 | NQCRX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 64 | 12.49% | — | Jan 2007 | NQCRX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 17 | 2.65% | — | Oct 2002 | NQCRX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 30 | 9.75% | — | Nov 2005 | NQCRX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 2.40% | — | Jun 2003 | NQCRX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 82 | 2.06% | — | Jun 1999 | NQCRX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 71 | 1.12% | — | Dec 2006 | NQCRX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 33 | 6.10% | — | Mar 2006 | NQCRX vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 5.70% | — | Dec 2009 | NQCRX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 88 | 1.83% | — | Jan 2013 | NQCRX vs NVHIX |
Often Compared With NQCRX
Investors most often compare NQCRX with VOO, VEIRX, NELIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NQCRX with Any Fund or Stock
Compare NQCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NQCRX with funds that move differently
Nuveen Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NQCRX.
Explore NQCRX Diversifiers