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Morningstar

Nuveen Small/Mid-Cap Value C NSMCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 27.33  /  +1.22 %
  • Total Assets 104.3 Mil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.060%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield —
  • Turnover 39%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NSMCX

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

  • People Pillar

    The People Pillar is our evaluation of the NSMCX 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 NSMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The managers' strong start continues.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Nuveen Small/Mid Cap Value's flexible but cautious approach gives it an edge, at the right price.

by Tony Thorn
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NSMCX

More NSMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ADMA Biologics Inc

4.04 4.0 Mil
Healthcare

BGC Group Inc Ordinary Shares Class A

3.12 3.1 Mil
Financial Services

Flowserve Corp

2.52 2.5 Mil
Industrials

United Therapeutics Corp

2.38 2.4 Mil
Healthcare

Seagate Technology Holdings PLC

2.32 2.3 Mil
Technology

nVent Electric PLC

2.31 2.3 Mil
Industrials

ITT Inc

2.29 2.3 Mil
Industrials

Iron Mountain Inc

2.29 2.3 Mil
Real Estate

Crane Co

2.27 2.3 Mil
Industrials

Curtiss-Wright Corp

2.23 2.2 Mil
Industrials