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Morningstar

Nuveen Global Equity Income I NQGIX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 34.13  /  +0.83 %
  • Total Assets 133.9 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.58%
  • Turnover 29%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NQGIX

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

  • People Pillar

    The People Pillar is our evaluation of the NQGIX 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 NQGIX’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 I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NQGIX

More NQGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

3.55 4.7 Mil
Technology

Sumitomo Mitsui Trust Holdings Inc

3.28 4.4 Mil
Financial Services

AT&T Inc

3.21 4.3 Mil
Communication Services

Oracle Corp

2.75 3.7 Mil
Technology

Walmart Inc

2.68 3.6 Mil
Consumer Defensive

Shell PLC

2.57 3.4 Mil
Energy

UCB SA

2.47 3.3 Mil
Healthcare

AstraZeneca PLC ADR

2.45 3.3 Mil
Healthcare

Wells Fargo & Co

2.31 3.1 Mil
Financial Services

AbbVie Inc

2.22 3.0 Mil
Healthcare