Nuveen NWQ 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.
Nuveen NWQ Flexible Income I NWQIX
NAV / 1-Day Return
22.51
/
0.01
%
Total Assets
1.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.710%
Expense Ratio
0.710%
Fee Level
Above Average
Longest Manager Tenure
6.56
years
Category
Allocation--15% to 30% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Low / ModerateStatus
Open
TTM Yield
4.56%
Turnover
38%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
For income-seekers.
