NQVAX Alternatives & Similar Mutual Funds

Nuveen Multi-Cap Value Fund Class A (NQVAX) 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 NQVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to NQVAX

NQVAX charges 1.15% annually. There are 275 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	NQVAX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	NQVAX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	NQVAX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	NQVAX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	NQVAX vs TILVX

Best Risk-Adjusted Alternatives to NQVAX

NQVAX has a PortfoliosLab risk / return rank of 84. There are 71 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	95	—	Oct 1993	NQVAX vs FGIPX
FGINX	Delaware Growth and Income Fund	95	—	Oct 1993	NQVAX vs FGINX
IDIVX	Integrity Dividend Harvest Fund	95	—	May 2012	NQVAX vs IDIVX
VALAX	Al Frank Fund	95	—	May 2006	NQVAX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	NQVAX vs AVLVX

Top Performing NQVAX Alternatives (YTD)

NQVAX is at 14.25% YTD. There are 60 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 22.92%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	22.92%	—	May 2006	NQVAX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	22.00%	—	Jun 2022	NQVAX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.33%	—	Jun 2015	NQVAX vs PKAIX
YAFFX	AMG Yacktman Focused Fund	20.67%	—	May 1997	NQVAX vs YAFFX
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	20.41%	—	Jun 2015	NQVAX vs CFJIX

Lowest Volatility Alternatives to NQVAX

NQVAX has 13.33% 1-year volatility. There are 282 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.66%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.66%	—	Feb 2021	NQVAX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	NQVAX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.77%	—	Feb 1996	NQVAX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.37%	—	Dec 2007	NQVAX vs TMMAX
ACIIX	American Century Equity Income Fund Class I	8.48%	—	Jul 1998	NQVAX vs ACIIX

Lowest Drawdown Alternatives to NQVAX

NQVAX has a 1-year max drawdown of -7.41%. There are 174 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	NQVAX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	NQVAX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	NQVAX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	NQVAX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	NQVAX 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	55	8.59%	—	Jul 1999	NQVAX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	39	4.86%	—	Jan 2007	NQVAX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	17	3.96%	—	Nov 2005	NQVAX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	71	3.47%	—	Jun 1999	NQVAX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	5	1.98%	—	Jun 2003	NQVAX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	13	1.44%	—	Mar 2006	NQVAX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	75	0.60%	—	Dec 2006	NQVAX vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	73	2.04%	—	Jan 2013	NQVAX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	10	4.54%	—	May 2009	NQVAX vs NVLIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	83	20.47%	—	Dec 1987	NQVAX vs FASEX

Often Compared With NQVAX

Investors most often compare NQVAX with VFIAX, VOO, VTI. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	55	8.09%	1.70T	Nov 2000	NQVAX vs VFIAX
VOO	Vanguard S&P 500 ETF	S&P 500	63	8.09%	1.70T	Sep 2010	NQVAX vs VOO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	64	8.90%	2.30T	May 2001	NQVAX vs VTI
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	58	13.72%	—	Dec 1987	NQVAX vs FBGRX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	45	15.97%	—	Nov 1935	NQVAX vs LEXCX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	NQVAX vs UPDDX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	48	6.81%	—	Dec 2008	NQVAX vs NELIX
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	93	18.06%	—	Jan 1975	NQVAX vs NPRTX
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	86	11.58%	—	Jul 2006	NQVAX vs DQIRX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	92	14.94%	—	Apr 2003	NQVAX vs NEIMX
SABTX	SA U.S. Value Fund	Large Cap Value Equities	94	17.80%	—	Aug 1999	NQVAX vs SABTX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	11	11.32%	—	Jan 1984	NQVAX vs AVERX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	88	14.54%	245.00B	Nov 2000	NQVAX vs VVIAX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	60	8.16%	6.45B	Aug 1994	NQVAX vs TWEIX
FSWCX	Fidelity SAI U.S. Value Index Fund	Large Cap Value Equities	92	13.16%	—	Dec 2017	NQVAX vs FSWCX
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	91	17.98%	—	Jun 2005	NQVAX vs PXTIX
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	—	—	—	Sep 2017	NQVAX vs SHXPX

Compare NQVAX with Any Fund or Stock

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

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Diversifiers

Pair NQVAX with funds that move differently

Nuveen Multi-Cap Value Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NQVAX.

Explore NQVAX Diversifiers

Nuveen Multi-Cap Value Fund Class A (NQVAX) Alternatives