NQCRX Alternatives & Similar Mutual Funds

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 143 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	NQCRX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	NQCRX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	NQCRX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	NQCRX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	NQCRX vs TILVX

Best Risk-Adjusted Alternatives to NQCRX

NQCRX has a PortfoliosLab risk / return rank of 92. There are 15 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	NQCRX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	NQCRX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	NQCRX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	NQCRX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	NQCRX vs AVLVX

Top Performing NQCRX Alternatives (YTD)

NQCRX is at 18.43% YTD. There are 17 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	NQCRX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	NQCRX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	NQCRX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	NQCRX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	NQCRX vs NPRTX

Lowest Volatility Alternatives to NQCRX

NQCRX has 12.77% 1-year volatility. There are 255 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	NQCRX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	NQCRX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	NQCRX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	NQCRX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	NQCRX vs TMMAX

Lowest Drawdown Alternatives to NQCRX

NQCRX has a 1-year max drawdown of -6.07%. There are 31 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	NQCRX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	NQCRX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	NQCRX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	NQCRX vs TORYX
SVAIX	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, SPXX and span 12 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	10.07%	—	Jul 1999	NQCRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	50	7.43%	—	Jan 2007	NQCRX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	15	3.44%	—	Nov 2005	NQCRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	61	3.32%	—	Jun 1999	NQCRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	5	2.20%	—	Jun 2003	NQCRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	15	1.69%	—	Mar 2006	NQCRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	0.60%	—	Dec 2006	NQCRX vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	65	2.04%	—	Jan 2013	NQCRX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	6.96%	—	May 2009	NQCRX vs NVLIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	82	20.50%	—	Dec 1987	NQCRX vs FASEX

Often Compared With NQCRX

Investors most often compare NQCRX with VOO, VEIRX, VEIPX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	NQCRX vs VOO
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	59	8.18%	66.40B	Aug 2001	NQCRX vs VEIRX
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	59	8.13%	66.40B	Mar 1988	NQCRX vs VEIPX
GAB	The Gabelli Equity Trust Inc	Large Cap Value Equities	7	-4.49%	—	Aug 1986	NQCRX vs GAB
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	71	11.88%	—	Nov 1988	NQCRX vs MADVX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	60	8.59%	—	Dec 2008	NQCRX vs NELIX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Blend Equities, Dividend	86	17.96%	—	Apr 1993	NQCRX vs FDGFX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	9	11.57%	—	Jan 1984	NQCRX vs AVERX
WHGLX	Westwood Quality Value Fund	Large Cap Value Equities	21	5.55%	—	Jun 2006	NQCRX vs WHGLX
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	29	5.84%	—	Apr 2002	NQCRX vs DDVCX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	2.12%	—	Jan 2011	NQCRX vs PSECX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	84	12.70%	1.99B	Dec 1990	NQCRX vs BIGRX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	NQCRX vs UPDDX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	89	15.10%	245.00B	Nov 2000	NQCRX vs VVIAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	62	7.37%	—	Jul 1999	NQCRX vs AUXFX
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	94	17.77%	—	Oct 2003	NQCRX vs BRLVX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	74	16.51%	—	Mar 2011	NQCRX vs EIFVX
NCVLX	Nuance Concentrated Value Fund	Large Cap Value Equities	12	4.41%	—	May 2011	NQCRX vs NCVLX
DTLVX	Wilshire Large Company Value Portfolio	Large Cap Value Equities	56	8.69%	—	Sep 1992	NQCRX vs DTLVX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	82	12.73%	20.50B	Mar 2016	NQCRX vs VIHAX

Compare NQCRX with Any Fund or Stock

Compare NQCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Nuveen Large Cap Value Fund (NQCRX) Alternatives