NQCRX

ActiveMin. $1M

Nuveen Large Cap Value Opportunities Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.00%
Annual Cost per $10K
$100.00
30-Year Fee Drag per $10K
$18,688
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+17.63%

Asset Allocation

US Equity
87%
Intl Equity
8%
Cash
5%

Fee Comparison

NQCRX
1.00%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

6% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+59.62%3Y
Compare to

Fee Impact Calculator

$
%
NQCRX at 1.00%$287,175
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$93,438
Cost vs index fund−$90,250

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
NQCRXNuveen Large Cap Value Opportunities Fund1.00%
AFMFXAmerican Mutual Fund0.57%
FCNKXFidelity Contrafund0.56%
AICCXInvestment Co of America0.32%
AMCFXAMCAP Fund0.43%
CDIRXColumbia Dividend Income Fund1.15%
MEIAXMFS Value Fund0.79%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
PEIYXPutnam Large Cap Value Fund0.63%
FMAEXFidelity Magellan Fund0.62%
FOCKXFidelity OTC Portfolio1.05%
JVMAXDisciplined Value Mid Cap Fund0.74%
FKDNXFranklin Dynatech Fund0.82%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FNIAXFidelity Advisor New Insights Fund0.90%
JMUEXJPMorgan U.S. Equity Fund0.94%
FRISXFranklin Rising Dividends Fund0.52%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
OAZMXOakmark Fund0.63%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
PRNHXT. Rowe Price New Horizons Fund, Inc.0.79%
PEMGXMidCap Fund0.93%
VAFAXInvesco American Franchise Fund0.93%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
TRZQXT. Rowe Price Equity Income Fund0.53%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
JHQAXJPMorgan Hedged Equity Fund0.82%
CCASXCONESTOGA SMALL CAP FUND1.10%
FKGRXFranklin Growth Fund0.79%
CCIFXColumbia Seligman Technology and Information Fund0.91%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
MCPRXMFS Mid Cap Growth Fund1.02%
HDGTXTHE HARTFORD DIVIDEND AND GROWTH FUND0.73%
DDFIXInvesco Diversified Dividend Fund1.07%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
FFOJXSelect Technology Portfolio0.91%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
AASRXAmerican Beacon Small Cap Value Fund0.77%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
ANODXSmall Cap Growth Fund0.79%
FCPVXFidelity Small Cap Value Fund1.20%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
XFBRXVIP Mid Cap Portfolio0.82%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
ACGIXInvesco Growth and Income Fund0.78%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
NLSIXNeuberger Berman Long Short Fund$1M min1.32%
EPGAXFidelity Advisor Equity Growth Fund0.92%
ACRSXColumbia Acorn Fund0.82%
DAGVXBNY Mellon Dynamic Value Fund0.93%
QVG2QVIP Growth Portfolio0.66%
LCMMXClearBridge Large Cap Growth Fund0.68%
THLCXTHRIVENT LARGE CAP GROWTH FUND0.76%
POLRXPolen Growth Fund1.22%
MEFAXMassMutual Mid Cap Growth Fund1.11%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
DFATDimensional U.S. Targeted Value ETF0.28%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
FDSSXFidelity Stock Selector Fund0.49%
NICSXNicholas Fund, Inc.0.70%
SGRAXAllspring Growth Fund1.15%
JLVMXJPMorgan Large Cap Value Fund0.93%
MRERXMFS Core Equity Fund0.88%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
SVFIXSmead Value Fund0.90%
PLVJXLargeCap Value Fund III0.94%
CSIEXCalvert Equity Fund0.90%
FMILXFidelity New Millennium Fund0.76%
MFRJXMFS Research Fund0.52%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
FDSVXFidelity Growth Discovery Fund0.62%
RTOUXTax-Managed U.S. Mid & Small Cap Fund1.11%
LAFFXLORD ABBETT AFFILIATED FUND INC0.69%
LGLOXLord Abbett Growth Leaders Fund0.59%
LSSNXLoomis Sayles Small Cap Growth Fund0.83%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
JSECXJPMorgan Small Cap Equity Fund1.24%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
FGSLXFidelity Growth Strategies Fund0.61%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
POGRXPRIMECAP Odyssey Growth Fund0.66%
PMJAXPIMCO RAE US Small Fund0.90%
ASMMXInvesco Summit Fund1.23%
TILCXT. Rowe Price Large-Cap Value Fund0.56%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
PBQAXPGIM Jennison Blend Fund0.91%
FHZTXFidelity Large Cap Stock Fund1.02%
PPAInvesco Aerospace & Defense ETF0.58%
PAXLXImpax Large Cap Fund0.98%
JSCHXJPMorgan Small Cap Blend Fund1.24%
PHEFXT. Rowe Price Hedged Equity Fund0.75%
JLCNXFundamental Large Cap Core Fund0.65%
PABVXMidCap Value Fund I1.19%
TMDIXAMG TimesSquare Mid Cap Growth Fund0.87%
NWKCXNationwide Geneva Small Cap Growth Fund0.83%
WGROXWasatch Core Growth Fund1.17%
LMPFXClearBridge Growth Fund1.13%

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