Nuveen NWQ Small/Mid-Cap Value has a new management team and look, but its Morningstar Analyst Rating remains Neutral for all share classes, except for the Bronze-rated R6 shares.
Nuveen NWQ Small/Mid-Cap Value A NSMAX
NAV / 1-Day Return
29.23
/
0.07
%
Total Assets
32.7 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.310%
Expense Ratio
1.310%
Fee Level
Average
Longest Manager Tenure
5.08
years
Category
Small Blend
Investment Style
Small ValueMin. Initial Investment
3,000
Status
Open
TTM Yield
0.21%
Turnover
58%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will NSMAX 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 NSMAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NSMAX 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 NSMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This strategy's new duo is putting their stamp on the portfolio.
