Nuveen Multi Cap Value Fund (NQVRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NQVRX
NQVRX charges 1.00% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among NQVRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | NQVRX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NQVRX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | NQVRX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | NQVRX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | NQVRX vs VMVIX |
Best Risk-Adjusted Alternatives to NQVRX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | NQVRX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | NQVRX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | NQVRX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | NQVRX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | NQVRX vs VVOAX |
Top Performing NQVRX Alternatives (YTD)
NQVRX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | NQVRX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | NQVRX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | NQVRX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | NQVRX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | NQVRX vs HWMIX |
Lowest Volatility Alternatives to NQVRX
NQVRX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | NQVRX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | NQVRX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | NQVRX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | NQVRX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | NQVRX vs RSVAX |
Lowest Drawdown Alternatives to NQVRX
NQVRX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | NQVRX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | NQVRX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | NQVRX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | NQVRX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | NQVRX vs CISMX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | NQVRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | NQVRX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | NQVRX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | NQVRX vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | NQVRX vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | NQVRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | NQVRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | NQVRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | NQVRX vs NELIX | |
| Nuveen Real Estate Securities Fund | REIT | 13 | 2.69% | Jun 30, 1995 | NQVRX vs FARCX |
Often Compared With NQVRX
What investors most often compare with NQVRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | NQVRX vs ^GSPC | ||
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | NQVRX vs VOO | |
| Vanguard Institutional Index Fund Institutional Sh... | Large Cap Blend Equities | 46 | -7.06% | Jul 31, 1990 | NQVRX vs VINIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | NQVRX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | NQVRX vs NAMAX | |
| Fidelity Value Strategies Fund | Mid Cap Value Equities | 23 | 3.45% | Dec 31, 1983 | NQVRX vs FSLSX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | NQVRX vs NPSRX |
Compare NQVRX with Any Fund or Stock
Compare NQVRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.