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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 8.28  /  0.12 %
  • Total Assets 101.4 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 0.12%
  • Turnover 63%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:15 PM 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.

Nuveen Small Cap Select A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 83
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Northern Oil & Gas Inc

2.52
2,727,525
Energy

Permian Resources Corp Class A

2.41
2,604,611
Energy

Matador Resources Co

2.19
2,371,344
Energy

BellRing Brands Inc Class A

2.03
2,194,230
Consumer Defensive

MGP Ingredients Inc

1.81
1,961,444
Consumer Defensive

Evercore Inc Class A

1.73
1,870,928
Financial Services

Wintrust Financial Corp

1.66
1,798,922
Financial Services

Arcosa Inc

1.66
1,798,278
Industrials

EastGroup Properties Inc

1.60
1,732,172
Real Estate

HealthEquity Inc

1.57
1,700,706
Healthcare