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 145 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | NQCRX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NQCRX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | NQCRX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | NQCRX vs VVIAX |
Best Risk-Adjusted Alternatives to NQCRX
NQCRX has a PortfoliosLab risk / return rank of 90. There are 22 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | NQCRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NQCRX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | NQCRX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | NQCRX vs FSWCX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | NQCRX vs PKAIX |
Top Performing NQCRX Alternatives (YTD)
NQCRX is at 15.38% YTD. There are 28 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | NQCRX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | NQCRX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | NQCRX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | NQCRX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | NQCRX vs PXTIX |
Lowest Volatility Alternatives to NQCRX
NQCRX has 12.38% 1-year volatility. There are 265 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | NQCRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | NQCRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | NQCRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | NQCRX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | NQCRX vs FALIX |
Lowest Drawdown Alternatives to NQCRX
NQCRX has a 1-year max drawdown of -6.07%. There are 36 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | NQCRX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NQCRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NQCRX vs HFCVX | |
| Torray 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 QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | NQCRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | NQCRX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | NQCRX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | NQCRX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | NQCRX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | NQCRX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | NQCRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | NQCRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | NQCRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | NQCRX vs NELIX |
Often Compared With NQCRX
Investors most often compare NQCRX with VOO, VEIRX, VEIPX. These 20 comparison targets span 4 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