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Morningstar

Nuveen Flexible Income I NWQIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.93  /  0.28 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Status Open
  • TTM Yield 6.68%
  • Turnover 31%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis NWQIX

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

People Pillar

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

Higher yields, with higher volatility.

Associate Director

Summary

| by Patricia Oey

Nuveen Flexible Income has consistently delivered relatively high income, but with above-average volatility in total returns. The fund earns a Morningstar Analyst Rating of Neutral for its three cheaper share classes and Negative for its most expensive shares.

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