NWQCX : Nuveen NWQ Flexible Income Fund Class C

NWQCX is a Allocation Market All-In-One with HIGH fees.

NWQCX

Nuveen NWQ Flexible Income Fund Class C

FI Score

37 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

37% FI Score
  • nwqcx
  • Mutual Fund
  • Allocation
  • All-In-One

Nuveen NWQ Flexible Income Fund Class C

Expenses: 1.71% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide current income and capital appreciation. The fund invests at least 80% of its net assets in income producing securities. It invests at least 65% of its net assets in preferred and debt securities. The fund will invest at least 25% of its assets in securities of companies principally engaged in financial services. It may invest without limit in below-investment-grade securities, commonly referred to as "high yield" securities or "junk" bonds. The fund may invest up to 50% of its net assets in dollar-denominated securities issued by non-U.S. companies.

Largest Holdings

Amount Holding
2.46% Hewlett Packard Enterprise Company
2.03% Viacom Inc 6.88%
1.90% Citigroup Inc. 6.25%
1.69% AVANTOR INC 9%
1.53% Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-
1.47% EMERA INCORPORATED 6.75%
1.46% McDonald's Corporation
1.36% Centene Escrow I Corporation 5.38%
1.36% Seagate HDD Cayman 4.88%
1.27% Trinseo Materials Operating SCA and Trinseo Materials Finance, Inc 5.38%
1.26% JPMorgan Chase & Co Deposit Shs Repr 1/10th Non-Cum Perp Pfd Shs Series -S-
1.14% Sempra Energy 6.75% PRF CONVERT 15/07/2021 USD 100 - PRF B
1.13% Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC 7.5%
1.11% General Motors Company 6.6%
1.09% Amkor Technology, Inc. 6.62%
1.09% Blue Cube Spinco Inc 9.75%
1.08% Bank of America Corporation 6.5%
1.05% FirstEnergy Corp
1.04% GlaxoSmithKline PLC ADR
1.04% Nordstrom, Inc.
1.03% Bristol-Myers Squibb Company
1.02% NEXTERA ENERGY CAPITAL HLDGS INC 5.65%
1.01% NextEra Energy Inc Unit (4.872% Equity Units Due 09/01/2022)
1.01% Altria Group, Inc. 5.8%
1.01% Mednax, Inc. 6.25%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo