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 274 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 | NQVAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NQVAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NQVAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NQVAX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NQVAX vs VVIAX |
Best Risk-Adjusted Alternatives to NQVAX
NQVAX has a PortfoliosLab risk / return rank of 84. There are 120 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | NQVAX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | NQVAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | NQVAX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | NQVAX vs AVLVX | |
| LSV Conservative Value Equity Fund | 96 | — | Mar 2007 | NQVAX vs LSVVX |
Top Performing NQVAX Alternatives (YTD)
NQVAX is at 16.17% YTD. There are 76 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 28.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 28.71% | — | Nov 1935 | NQVAX vs LEXCX | |
| PIMCO RAE US Fund | 27.71% | — | Jun 2015 | NQVAX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.40% | — | Jun 2022 | NQVAX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 23.45% | — | Nov 2009 | NQVAX vs ADVGX | |
| PIMCO RAE PLUS Fund | 23.36% | — | Jun 2005 | NQVAX vs PXTIX |
Lowest Volatility Alternatives to NQVAX
NQVAX has 13.13% 1-year volatility. There are 279 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | NQVAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | NQVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | NQVAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.44% | — | Feb 1996 | NQVAX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | NQVAX vs TWEIX |
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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NQVAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NQVAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NQVAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NQVAX vs TORYX | |
| 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, TILIX and span 11 categories.
Often Compared With NQVAX
Investors most often compare NQVAX with VOO, VFIAX, YAFFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NQVAX with Any Fund or Stock
Compare NQVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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