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Morningstar

Nuveen Flexible Income C NWQCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 18.30  /  +0.28 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 4.48%
  • Effective Duration —

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis NWQCX

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

  • People Pillar

    The People Pillar is our evaluation of the NWQCX 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 NWQCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

New category, same mission.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

Nuveen Flexible Income joined the multisector bond Morningstar Category in June 2023 from moderately conservative allocation previously, but it retains the same income focus and investment universe.

by Brian Moriarty
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Portfolio Holdings NWQCX

More NWQCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AT&T Inc 6.76%

2.65 28.6 Mil
Cash and Equivalents

Sprint LLC 7.13%

2.49 26.8 Mil
Cash and Equivalents

JPMorgan Chase & Co DR

2.25 24.2 Mil
Financial Services

Citigroup Inc. 6.25%

2.19 23.6 Mil
Corporate

Hewlett Packard Enterprise Company 6.35%

2.19 23.6 Mil
Corporate

Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC / (Al

2.02 21.7 Mil
Corporate

Vistra Energy Corporation 8%

1.95 20.9 Mil
Corporate

Emera Inc 6.75%

1.69 18.2 Mil
Corporate

General Motors Company 6.6%

1.51 16.2 Mil
Corporate

Tripadvisor Inc 7%

1.34 14.5 Mil
Corporate