3 / 5 Stars
3 4 2 5 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 225 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 26.25 percent over the past year, 14.07 percent over the past three years, 21.60 percent over the past five years, and 7.73 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||7.7%|
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 its net assets, plus the amount of any borrowings for investment purposes, in common stocks included in the Russell 2000 Index. It will attempt to achieve a correlation between the performance of its portfolio and that of the Russell 2000 Index of at least 95%, without taking into account expenses of the fund. 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 Average compared to funds in the same category.
Nuveen Small Cap Index Fund has an expense ratio of 0.82 percent.
Risk is Average compared to funds in the same category according to Morningstar.