Nuveen Small Cap Index Fund

Scorecard
3 / 5 Stars
Lipper
3 4 2 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

#59 in Small Blend

U.S. News evaluated 228 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.43 percent over the past year, 12.82 percent over the past three years, 23.94 percent over the past five years, and 8.19 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.0%
1 Year 24.4%
3 Years (Annualized) 12.8%
5 Years (Annualized) 23.9%
10 Years (Annualized) 8.2%

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Summary

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

Fees are Average compared to funds in the same category.
Nuveen Small Cap Index Fund has an expense ratio of 0.57 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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