3 / 5 Stars
4 3 2 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#120 in Small Blend
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 29.08 percent over the past year, 14.60 percent over the past three years, 25.82 percent over the past five years, and 8.54 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.1%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||25.8%|
|10 Years (Annualized)||8.5%|
The investment seeks capital appreciation. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies, defined as companies that have market capitalizations of less than $3 billion. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. In addition, the fund may invest up to 25% of its assets, collectively, in non-dollar denominated equity securities of non-U.S. issuers and in dollar-denominated equity securities of non-U.S. issuers.
Fees are Above Average compared to funds in the same category.
Nuveen Small Cap Value Fund has an expense ratio of 1.46 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.