NQVRX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to NQVRX

NQVRX charges 1.00% annually. There are 66 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FIMVX	Fidelity Mid Cap Value Index Fund	0.05%	—	Jul 2019	NQVRX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	36.60B	Sep 2011	NQVRX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	—	Nov 2010	NQVRX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	—	Jul 2011	NQVRX vs MYISX
VMVIX	Vanguard Mid-Cap Value Index Fund	0.19%	—	Aug 2006	NQVRX vs VMVIX

Best Risk-Adjusted Alternatives to NQVRX

NQVRX has a PortfoliosLab risk / return rank of 81. There are 12 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
HAMVX	Harbor Mid Cap Value Fund	90	—	Mar 2002	NQVRX vs HAMVX
NAMAX	Columbia Select Mid Cap Value Fund	88	—	Nov 2001	NQVRX vs NAMAX
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	86	—	Aug 1998	NQVRX vs NCBVX
FIUSX	Delaware Opportunity Fund	85	—	Aug 1992	NQVRX vs FIUSX
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	85	—	Nov 2001	NQVRX vs SMVTX

Top Performing NQVRX Alternatives (YTD)

NQVRX is at 15.60% YTD. There are 43 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.

Symbol	Name	YTD Return	AUM	Inception
FSLSX	Fidelity Value Strategies Fund	26.44%	—	Dec 1983	NQVRX vs FSLSX
FASOX	Fidelity Advisor Value Strategies Fund Class I	26.40%	—	Jul 1995	NQVRX vs FASOX
FSOAX	Fidelity Advisor Value Strategies Fund Class A	26.23%	—	Sep 1996	NQVRX vs FSOAX
FASPX	Fidelity Advisor Value Strategies Fund Class M	26.06%	—	Aug 1986	NQVRX vs FASPX
FVCSX	Fidelity Advisor Value Strategies Fund Class C	25.73%	—	Aug 2001	NQVRX vs FVCSX

Lowest Volatility Alternatives to NQVRX

NQVRX has 13.20% 1-year volatility. There are 28 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	11.53%	36.60B	Sep 2011	NQVRX vs VMVAX
VMVIX	Vanguard Mid-Cap Value Index Fund	11.54%	—	Aug 2006	NQVRX vs VMVIX
ACMVX	American Century Mid Cap Value Fund	11.85%	5.65B	Mar 2004	NQVRX vs ACMVX
ACLAX	American Century Mid Cap Value Fund A Class	11.87%	—	Mar 2004	NQVRX vs ACLAX
PVMIX	Principal MidCap Value Fund I	11.87%	—	Dec 2003	NQVRX vs PVMIX

Lowest Drawdown Alternatives to NQVRX

NQVRX has a 1-year max drawdown of -7.37%. There are 12 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	-6.31%	—	Aug 1998	NQVRX vs NCBVX
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	-6.51%	—	Dec 2006	NQVRX vs GTTMX
FIUSX	Delaware Opportunity Fund	-6.75%	—	Aug 1992	NQVRX vs FIUSX
HAMVX	Harbor Mid Cap Value Fund	-6.84%	—	Mar 2002	NQVRX vs HAMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	-6.95%	36.60B	Sep 2011	NQVRX vs VMVAX

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
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	11.62%	—	Jul 1999	NQVRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	64	11.14%	—	Jan 2007	NQVRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	19	5.24%	—	Oct 2002	NQVRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	NQVRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	79	3.88%	—	Jun 1999	NQVRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.77%	—	Jun 2003	NQVRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	16	3.86%	—	Mar 2006	NQVRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	73	1.04%	—	Dec 2006	NQVRX vs NPSRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	8.29%	—	May 2009	NQVRX vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	77	2.42%	—	Jan 2013	NQVRX vs NVHIX

Often Compared With NQVRX

Investors most often compare NQVRX with ^GSPC, VOO, VVOAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
^GSPC	S&P 500 Index		71	9.79%	—	—	NQVRX vs ^GSPC
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	NQVRX vs VOO
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	80	20.03%	—	Jun 2001	NQVRX vs VVOAX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	65	11.34%	355.20B	Jul 1990	NQVRX vs VINIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	11.33%	1.70T	Nov 2000	NQVRX vs VFIAX
NMAVX	Nuance Mid Cap Value Fund	Mid Cap Value Equities	23	11.45%	—	Dec 2013	NQVRX vs NMAVX
RSVAX	Victory RS Value Fund	Mid Cap Value Equities	17	7.71%	—	Jun 1993	NQVRX vs RSVAX
SDIV	Global X SuperDividend ETF	Global Equities, Dividend	42	6.62%	1.20B	Jun 2011	NQVRX vs SDIV
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	40	13.21%	—	Jul 2013	NQVRX vs AMDVX
FRNKX	Frank Value Fund	Mid Cap Value Equities	33	14.34%	—	Jul 2004	NQVRX vs FRNKX
IMCVX	Voya Multi-Manager Mid Cap Value Fund	Mid Cap Value Equities	38	13.19%	—	Oct 2011	NQVRX vs IMCVX
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	74	10.98%	—	Jun 2005	NQVRX vs ARFFX
TCVIX	Touchstone Mid Cap Value Fund	Mid Cap Value Equities	53	15.17%	—	Sep 2009	NQVRX vs TCVIX
VVOIX	Invesco Value Opportunities Fund Class Y	Mid Cap Value Equities	81	20.21%	—	Mar 2005	NQVRX vs VVOIX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	51	8.13%	—	Dec 2008	NQVRX vs NELIX
CISMX	Clarkston Partners Fund	Mid Cap Value Equities	6	6.50%	—	Sep 2015	NQVRX vs CISMX
IACIX	VY American Century Small-Mid Cap Value Portfolio	Mid Cap Value Equities	42	15.14%	—	May 2002	NQVRX vs IACIX
UMCVX	Invesco V.I. American Value Fund	Mid Cap Value Equities	81	20.44%	—	Jan 1997	NQVRX vs UMCVX
DHTAX	Diamond Hill All Cap Select Fund	Mid Cap Value Equities	19	5.34%	—	Dec 2005	NQVRX vs DHTAX
FLCGX	Meeder Quantex Fund	Mid Cap Value Equities	41	7.78%	—	Mar 1985	NQVRX vs FLCGX

Compare NQVRX with Any Fund or Stock

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

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Diversifiers

Pair NQVRX with funds that move differently

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

Explore NQVRX Diversifiers

Nuveen Multi Cap Value Fund (NQVRX) Alternatives