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Nuveen Small/Mid-Cap Value I NSMRX

Analyst rating as of
NAV / 1-Day Return
25.83  /  3.07 %
Total Assets
35.7 Mil
Adj. Expense Ratio
1.060%
Expense Ratio
1.060%
Fee Level
Above Average
Longest Manager Tenure
6.40 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.34%
Turnover
57%

Morningstar’s Analysis

Will NSMRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still gaining experience.

Associate Director

Summary

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Nuveen Small/Mid Cap Value’s comanagers have new resources but are still building a track record. The strategy retains its Morningstar Analyst Rating of Neutral across all share classes and the separately managed account.

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