2 / 5 Stars
3 4 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 218 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 18.98 percent over the past year, 12.32 percent over the past three years, and 4.81 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.1%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||4.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets 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 net assets in non-U.S. equity securities, including up to 10% of 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 2.19 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.