3 / 5 Stars
5 5 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#67 in Small Blend
U.S. News evaluated 215 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 36.65 percent over the past year, 18.30 percent over the past three years, and 21.93 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||32.4%|
|3 Years (Annualized)||18.3%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus 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 the Russell 2500® Value 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 Above Average compared to funds in the same category.
Nuveen NWQ Small/Mid Cap Value Fund has an expense ratio of 1.32 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.