NWQCX

Active

Nuveen Flexible Income Fund

Category: Other (5,046 funds)

Expense Ratio

0.96%

Annual Cost per $10K

$96.00

30-Year Fee Drag per $10K

$18,034

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+6.25%

Asset Allocation

US Equity

19%

Intl Equity

US Bond

67%

Intl Bond

10%

Cash

Fee Comparison

NWQCX

0.96%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

3% cheaper than category average

Historical Returns

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

+17.58%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

NWQCX at 0.96%$290,443

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$90,169

Cost vs index fund−$86,981

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
NWQCX	Nuveen Flexible Income Fund	0.96%	+6.25%	+5.55%	+2.17%
FIWGX	Strategic Advisers Fidelity Core Income Fund	0.16%	+3.62%	+3.67%	+0.28%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
FNCFX	Franklin Income Fund	0.41%	+7.61%	+8.92%	+9.46%
MWTNX	TCW METWEST TOTAL RETURN BOND FUND	0.57%	+2.73%	+2.67%	-1.05%
GGKPX	Goldman Sachs Income Builder Fund	0.48%	+8.04%	+9.88%	+7.06%
CNSAX	Invesco Convertible Securities Fund	0.67%	+16.22%	+8.66%	+6.28%
FCSKX	Franklin Convertible Securities Fund	0.51%	+16.32%	+11.23%	+7.55%
PIINX	PIMCO Income Fund	1.08%	+7.58%	+6.94%	+3.88%
FIQVX	Fidelity Convertible Securities Fund	0.60%	+19.13%	+11.26%	+9.04%
NCIDX	Columbia Convertible Securities Fund	0.79%	—	—	—
BBCPX	Bridge Builder Core Plus Bond Fund	0.16%	+4.26%	+4.16%	+0.56%
FSMUX	Strategic Advisers Municipal Bond Fund	0.19%	-0.43%	+2.92%	—
VRP	Invesco Variable Rate Preferred ETF	0.50%	+7.56%	+8.62%	+5.19%
VAADX	Virtus Convertible Fund	0.62%	+20.61%	+10.62%	—
PFIFX	SAM Flexible Income Portfolio	1.80%	+6.14%	+6.62%	+3.59%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
ESFHX	Eaton Vance Floating-Rate & High Income Fund	0.75%	+5.93%	+7.83%	+5.85%
GDMZX	Defensive Market Strategies Fund	0.92%	+7.88%	+9.30%	+6.88%
FTRLX	Federated Hermes Total Return Bond Fund	0.38%	+3.59%	+3.16%	+0.18%
HIGFX	American High Income Trust	0.32%	+8.36%	+9.55%	+6.83%
OWCIX	Old Westbury Credit Income Fund	0.91%	+3.57%	+3.01%	—
PTRAX	PIMCO Total Return Fund	0.76%	+4.31%	+3.82%	-0.30%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+6.89%	+7.20%	+4.48%
JMTNX	Janus Henderson Multi-Sector Income Fund	0.88%	+7.58%	+9.67%	+4.34%
FAGIX	Fidelity Capital and Income Fund	0.90%	+11.58%	+10.55%	+8.10%
FFFAX	Fidelity Freedom Retirement Fund	0.24%	+6.34%	+6.00%	+2.86%
RBBAX	Columbia Income Builder Fund	0.97%	+6.61%	+6.54%	+3.86%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+6.90%	+6.32%	+3.00%
BCONX	Barrow Hanley Credit Opportunities Fund$1M min	0.77%	+8.59%	—	—
NTBAX	Navigator Tactical Fixed Income Fund	1.32%	+1.84%	+6.45%	+3.14%
VWIAX	VANGUARD WELLESLEY INCOME FUND	0.16%	+6.61%	+7.12%	+4.87%
PTOAX	PIMCO StocksPLUS Absolute Return Fund	1.35%	+16.43%	+19.41%	+13.73%
RNDLX	RiverNorth/DoubleLine Strategic Income Fund	1.77%	+5.51%	+5.82%	+2.84%
LCFVX	Lord Abbett Convertible Fund	0.82%	+21.45%	+9.28%	+5.22%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+4.83%	+4.35%	+0.43%
CCVCX	Calamos Convertible Fund	0.88%	+15.48%	+8.13%	+4.39%
FAUDX	Strategic Advisers Short Duration Fund	0.20%	+5.04%	+5.12%	+2.85%
IIFAX	Voya Balanced Income Portfolio	1.21%	+10.05%	+9.57%	+6.21%
SEIAX	SIIT MULTI-ASSET REAL RETURN FUND	0.55%	+5.87%	+3.19%	+6.58%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+7.91%	+7.75%	+4.07%
LDLAX	Lord Abbett Short Duration Income Fund	0.83%	+4.78%	+4.00%	+1.80%
JHYUX	JPMorgan High Yield Fund	0.50%	+8.26%	+8.74%	+5.45%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+4.38%	+5.04%	+0.05%
PSPAX	PIMCO StocksPLUS Fund	1.10%	+15.41%	+18.75%	+13.38%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+6.88%	+7.06%	+3.91%
BCOSX	Baird Core Plus Bond Fund	0.55%	+3.48%	+3.91%	-0.09%
FDBLX	Federated Hermes Corporate Bond Fund	0.59%	+4.10%	+4.66%	+0.61%
PHYAX	PIMCO High Yield Fund	0.85%	+6.59%	+8.18%	+3.99%
MCOAX	NYLI MacKay Convertible Fund	0.94%	+10.59%	+7.94%	+7.53%
GSOPX	Goldman Sachs Dynamic Bond Fund	0.77%	+7.27%	+8.31%	+4.50%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	0.14%	+3.36%	+4.42%	-0.63%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+3.13%	+2.73%	-1.73%
FAPIX	Fidelity Freedom Index Retirement Fund	0.05%	+6.00%	+6.01%	+2.60%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+6.36%	+7.49%	+3.22%
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+7.86%	+8.62%	+4.48%
DLDZX	Destinations Low Duration Fixed Income Fund	0.79%	+4.90%	+6.30%	+4.97%
SBFCX	Victory Investment Grade Convertible Fund	1.10%	+6.09%	+6.03%	+7.06%
ANBAX	American Funds Strategic Bond Fund	0.31%	+3.51%	+0.90%	-1.14%
TAIBX	PGIM Core Bond Fund	0.96%	+3.50%	+3.60%	-0.42%
EIBRX	Eaton Vance Income Fund of Boston	0.66%	+7.45%	+8.80%	+5.56%
SPSB	SPDR Portfolio Short Term Corporate Bond ETF	0.04%	+5.33%	+5.00%	+2.36%
SBTTX	Tax-Aware Overlay B Portfolio	0.76%	+5.02%	+5.76%	+3.71%
FSHGX	Fidelity SAI High Income Fund	0.71%	+9.89%	+8.95%	—
HYSAX	PGIM Short Duration High Yield Income Fund	1.00%	+7.50%	+8.02%	+5.38%
MSTRX	Morningstar Total Return Bond Fund$1M min	0.55%	+2.62%	+2.69%	-1.18%
FSHNX	Fidelity Series High Income Fund	0.12%	+10.22%	+9.10%	+5.48%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
QHI2Q	VIP High Income Portfolio	0.91%	+9.43%	+8.11%	+4.23%
AFRFX	Invesco Floating Rate ESG Fund	0.72%	+6.67%	+7.92%	+6.47%
FATUX	Fidelity Freedom Index 2010 Fund	0.04%	+6.58%	—	—
APDFX	Artisan High Income Fund	0.80%	+9.24%	+9.46%	+6.70%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+6.71%	+6.81%	+3.50%
WSDAX	WESTWOOD MULTI-ASSET INCOME FUND	0.89%	-8.31%	-19.23%	—
POAAX	Aristotle Portfolio Optimization Conservative Fund	1.11%	+6.58%	—	—
BSBSX	Baird Short-Term Bond Fund	0.55%	+4.86%	+4.60%	+1.94%
PRVDX	Versatile Bond Portfolio	0.90%	+5.23%	+5.00%	+3.27%
PALTX	Principal LifeTime Strategic Income Fund	1.06%	+6.69%	+7.47%	+3.37%
USHY	iShares Broad USD High Yield Corporate Bond ETF	0.15%	+8.22%	+9.29%	+5.10%
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+3.37%	+5.53%	+0.20%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
PCNBX	Putnam Convertible Securities Fund	0.68%	+12.39%	-3.09%	+7.51%
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
FIKMX	Fidelity Real Estate Income Fund	0.66%	+5.20%	+5.85%	+6.60%
VCORX	VANGUARD CORE BOND FUND	0.20%	+3.78%	+3.47%	-0.32%
PGBAX	Diversified Income Fund	1.06%	+5.72%	+5.71%	+4.42%
FATVX	Fidelity Freedom Index 2015 Fund	0.04%	+7.49%	—	—
NRSIX	Neuberger Berman Strategic Income Fund	0.51%	+7.36%	+7.49%	+3.86%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
JAHYX	Janus Henderson High-Yield Fund	0.94%	+7.87%	+12.17%	+5.23%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-9.97%	-18.31%	-21.22%
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+3.28%	+4.45%	+1.38%
GFRAX	Goldman Sachs High Yield Floating Rate Fund	0.72%	+5.46%	+7.30%	+5.61%
MHIKX	MFS High Income Fund	0.52%	+7.92%	+8.97%	+4.44%
FGQMX	Fidelity High Income Fund	1.85%	-14.57%	-27.88%	-33.00%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.32%	—	—
JNK	SPDR(R) Bloomberg High Yield Bond ETF	0.40%	+7.79%	+8.79%	+4.30%
FPIOX	Strategic Advisers Income Opportunities Fund	0.53%	+8.90%	+8.92%	+5.18%
BBBMX	BBH Limited Duration Fund	0.35%	+5.75%	+6.27%	+3.89%

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