Nuveen Municipal Value Fund Inc. (NUV) Alternatives
Nuveen Municipal Value Fund Inc. (NUV) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NUV. 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 NUV
NUV charges 0.52% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among NUV alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | NUV vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | NUV vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | NUV vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | NUV vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | NUV vs FMBIX |
Best Risk-Adjusted Alternatives to NUV
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | NUV vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | NUV vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | NUV vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | NUV vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | NUV vs USMTX |
Top Performing NUV Alternatives (YTD)
NUV alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | NUV vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | NUV vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | NUV vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | NUV vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | NUV vs NQP |
Lowest Volatility Alternatives to NUV
NUV alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | NUV vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | NUV vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | NUV vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | NUV vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | NUV vs BATVX |
Lowest Drawdown Alternatives to NUV
NUV alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | NUV vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | NUV vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | NUV vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | NUV vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | NUV vs FHMIX |
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 | NUV vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | NUV vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | NUV vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | NUV vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | NUV vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | NUV vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | NUV vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | NUV vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | NUV vs NELIX | |
| Nuveen Real Estate Securities Fund | REIT | 13 | 2.69% | Jun 30, 1995 | NUV vs FARCX |
Often Compared With NUV
What investors most often compare with NUV, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | NUV vs PCN | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | NUV vs NPSRX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | NUV vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | NUV vs DMREX | |
| abrdn Global Dynamic Dividend Fund | Global Equity Income | 36 | -4.61% | May 11, 2006 | NUV vs AGD | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | NUV vs DCARX |
Compare NUV with Any Fund or Stock
Compare NUV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.