5 / 5 Stars
5 5 3 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.61 percent over the past year, 18.22 percent over the past three years, and 23.78 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||18.2%|
|5 Years (Annualized)||23.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in either the Russell 2000® Value Index or the Standard & Poor's SmallCap 600 Index. It invests primarily in U.S. equity securities, but it may invest up to 35% of its net assets in non-U.S. equity securities, including up to 10% of its net assets in equity securities of companies located in emerging market countries.
Fees are High compared to funds in the same category.
Nuveen NWQ Small-Cap Value Fund has an expense ratio of 2.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.