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Morningstar

Nuveen Small Cap Select A EMGRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 9.58  /  −0.83 %
  • Total Assets 110.4 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield —
  • Turnover 42%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:09 AM GMT+0

Morningstar’s Analysis EMGRX

Will EMGRX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EMGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EMGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EMGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Nuveen Small Cap Select A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EMGRX

More EMGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

2.28 2.7 Mil
Energy

Wintrust Financial Corp

2.20 2.6 Mil
Financial Services

Evercore Inc Class A

2.02 2.4 Mil
Financial Services

Northern Oil & Gas Inc

1.89 2.2 Mil
Energy

FirstCash Holdings Inc

1.85 2.2 Mil
Financial Services

Super Micro Computer Inc

1.77 2.1 Mil
Technology

Hillman Solutions Corp Shs

1.70 2.0 Mil
Industrials

Piper Sandler Cos

1.70 2.0 Mil
Financial Services

CommVault Systems Inc

1.62 1.9 Mil
Technology

SPX Technologies Inc

1.62 1.9 Mil
Industrials