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Morningstar

Nuveen Small/Mid-Cap Value A NSMAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 27.86  /  1.05 %
  • Total Assets 38.8 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 42%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis NSMAX

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.

Still gaining experience.

Analyst

Summary

| by Anthony Thorn

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.

Unlock our full analysis with Morningstar Investor