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Morningstar

Nuveen Small Cap Select I ARSTX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 13.72  /  −1.22 %
  • Total Assets 111.0 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 42%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ARSTX

Will ARSTX 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 ARSTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARSTX 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 ARSTX’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 I's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARSTX

More ARSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wintrust Financial Corp

2.12 2.4 Mil
Financial Services

Permian Resources Corp Class A

2.11 2.3 Mil
Energy

Evercore Inc Class A

2.06 2.3 Mil
Financial Services

Academy Sports and Outdoors Inc Ordinary Shares

1.88 2.1 Mil
Consumer Cyclical

Northern Oil & Gas Inc

1.78 2.0 Mil
Energy

FirstCash Holdings Inc

1.74 1.9 Mil
Financial Services

HealthEquity Inc

1.70 1.9 Mil
Healthcare

Piper Sandler Cos

1.69 1.9 Mil
Financial Services

Hillman Solutions Corp Shs

1.64 1.8 Mil
Industrials

SPX Technologies Inc

1.61 1.8 Mil
Industrials