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Morningstar

Nuveen Global Equity Income C NQGCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 29.18  /  0.59 %
  • Total Assets 125.7 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 3.83%
  • Turnover 29%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis NQGCX

Will NQGCX 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 NQGCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NQGCX 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 NQGCX’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 C to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NQGCX

More NQGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sumitomo Mitsui Trust Holdings Inc

3.02
3,944,411
Financial Services

Nordea Bank Abp

2.90
3,779,623
Financial Services

Broadcom Inc

2.76
3,600,194
Technology

Oracle Corp

2.73
3,556,802
Technology

Heineken NV

2.72
3,551,972
Consumer Defensive

Deutsche Boerse AG

2.68
3,490,297
Financial Services

Humana Inc

2.63
3,424,833
Healthcare

Shell PLC

2.46
3,203,278
Energy

Sanofi SA

2.37
3,092,661
Healthcare

Walmart Inc

2.33
3,045,360
Consumer Defensive