NWQFX Mutual Fund
NWQFX Mutual Fund
Nuveen Small Mid Cap Value Fund Class R6

NWQFX Mutual Fund Overview
NWQFX Mutual Fund (Nuveen Small Mid Cap Value Fund Class R6) is managed by Nuveen. NWQFX expense ratio is 0.75%, holding 65 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-06-30.
NWQFX performance shows a YTD return of 17.14%. The 1-year return is 36.93% and the 5-year return is 12.49%. NWQFX dividend yield stands at 5.73%, paid annually.
NWQFX top holdings include Fixed Inc Clearing Corp.Repo 1.44 7/1/2022 (4.2%), Viasat Inc (3.1%), Popular Inc (2.5%), State Street Navigator Securities Lending Government Money Market Portfolio (2.5%), Bgc Group Inc (2.5%). View all NWQFX holdings, sector breakdown, or dividend history.
NWQFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWQFX alternatives are available via the screener, along with tax-loss harvesting opportunities.