Nuveen NWQ Global Equity Income Fund

C000079620 Fund Overview

Nuveen NWQ Global Equity Income Fund is a US mutual fund managed by Nuveen Investment Trust, categorised as Global (incl. US) Large Cap Value Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

• Type: US mutual fund
• Manager: Nuveen Investment Trust
• Category: Global (incl. US) Large Cap Value Equity
• Assets under management: $163.97M
• 1-year return: 52.7%
• SEC CIK: 0001013881
• SEC series ID: S000026520
• Share class ID: C000079620

C000079620 Investment Objective and Strategy

Nuveen NWQ Global Equity Income Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Nuveen Investment Trust.

Investment objective

The investment objective of the Fund is to provide high current income and long-term capital appreciation.

Principal investment strategy

The Fund will generally focus its investments on income producing securities. Under normal market conditions, the Fund will invest at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities, including common stock and preferred securities, certain debt securities convertible into common stock or preferred securities, and other securities with equity characteristics. Up to 20% of the Funds net assets may be invested in debt securities, including corporate debt securities and U.S. government and agency debt securities. The Fund may invest up to 10% of its net assets in below-investment-grade debt securities, commonly referred to as high yield securities or junk bonds. The Fund may write covered call options in order to generate additional income.

The Fund may invest in securities of issuers located anywhere in the world. Under normal market conditions, the Fund will invest at least 40% of its net assets in non-U.S. securities and will invest in securities of companies representing at least three different countries (one of which may be the United States). The Fund may invest up to 20% of its net assets in securities of companies located in emerging markets. The Fund may invest in securities issued by companies of any market capitalization, including small- and mid-capitalization companies. The Fund may utilize the following derivatives: currency options, currency futures and options on such futures, and currency forwards. The Fund may use these derivatives in an attempt to manage market or business risk, enhance the Funds return, or hedge against adverse movements in currency exchange rates.

The Funds sub-adviser employs a rigorous, bottom-up research-focused investment process that seeks to identify undervalued companies with positive risk/reward characteristics it believes will be present over an extended time, regardless of interim fluctuations. The sub-adviser may choose to sell securities or reduce positions if it feels that a company no longer possesses favorable risk/reward characteristics, attractive valuations or a catalyst, or if a company suspends or is projected to suspend its dividend or interest payments.

C000079620 Holdings

Top 10 holdings of Nuveen NWQ Global Equity Income Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

View all C000079620 holdings

C000079620 Portfolio Allocation

Asset-class allocation of Nuveen NWQ Global Equity Income Fund by percentage of net assets, from the latest SEC N-PORT filing.

C000079620 Performance

Total returns for C000079620 (as of 2026-10-01), from SEC filings.

C000079620 Risk Information

Risk metrics for C000079620, derived from monthly returns in SEC filings.

• 1-year volatility (annualised): 17.2%

C000079620 Costs and Fees

C000079620 costs about $136 per $10,000 invested per year in fund expenses.

• Net expense ratio: 1.36%
• Gross expense ratio: 1.49%
• Portfolio turnover: 30%
• Brokerage commissions: 5.81 bps of average net assets (SEC N-CEN)

C000079620 Cashflows

Over the 12 months to 2026-06, Nuveen NWQ Global Equity Income Fund had net outflows of $2.65M, from monthly SEC N-PORT filings.

C000079620 Debt Constituents

Largest debt holdings of Nuveen NWQ Global Equity Income Fund by percentage of net assets, from the latest SEC N-PORT filing.

C000079620 Prospectus and SEC Filings

Official Nuveen NWQ Global Equity Income Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

• Prospectus (485BPOS) — filed 2025-10-28
• Prospectus (485BPOS) — filed 2024-10-28
• Prospectus (485BPOS) — filed 2023-10-27
• Portfolio holdings (N-PORT) — filed 2026-08-27
• Portfolio holdings (N-PORT) — filed 2026-05-28
• Portfolio holdings (N-PORT) — filed 2026-02-26
• Annual census (N-CEN) — filed 2025-09-11
• Annual census (N-CEN) — filed 2024-09-09

Related Funds

Other Global (incl. US) Large Cap Value Equity funds tracked on ABC INVEST:

• Capital Income Builder (CAIBX)
• Federated Strategic Value Dividend Fund (SVAAX)
• Templeton Growth Fund, Inc. (TEPLX)
• Franklin Mutual Global Discovery Fund (TEDIX)
• Sequoia Fund Inc (SEQUX)

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.