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Morningstar

Nuveen Global Equity Income A NQGAX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 32.07  /  +0.47 %
  • Total Assets 128.8 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 2.29%
  • Turnover 29%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NQGAX

Will NQGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NQGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NQGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NQGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nuveen Global Equity Income A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NQGAX

More NQGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sumitomo Mitsui Trust Holdings Inc

3.29 4.4 Mil
Financial Services

AT&T Inc

3.00 4.0 Mil
Communication Services

Broadcom Inc

2.97 4.0 Mil
Technology

Nordea Bank Abp

2.96 4.0 Mil
Financial Services

Oracle Corp

2.49 3.3 Mil
Technology

Walmart Inc

2.43 3.3 Mil
Consumer Defensive

Shell PLC

2.41 3.2 Mil
Energy

Wells Fargo & Co

2.29 3.1 Mil
Financial Services

Everest Group Ltd

2.27 3.0 Mil
Financial Services

Chevron Corp

2.24 3.0 Mil
Energy