3 / 5 Stars
3 4 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 227 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 30.45 percent over the past year, 13.50 percent over the past three years, 25.63 percent over the past five years, and 7.84 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||7.8%|
The investment seeks to provide investment results that correspond to the performance of the Russell 2000 Index. The fund generally invests at least 90% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks included in the Russell 2000 Index. This index measures the performance of the 2,000 smallest companies in the Russell 3000 Index (which is made up of the 3,000 largest U.S. companies based on total market capitalization). The fund may invest in stock index futures contracts, options on stock indices, and options on stock index futures ("derivatives") on the Russell 2000 Index.
Fees are Above Average compared to funds in the same category.
Nuveen Small Cap Index Fund has an expense ratio of 1.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.