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Nuveen Small/Mid-Cap Value I NSMRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Nuveen Investment Hub

Morningstar’s Analysis NSMRX

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

  • People Pillar

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

Settling in.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Nuveen Small/Mid Cap Value’s comanagers are proving they can execute their predecessor’s cautious approach, warranting an upgraded Process rating to Above Average. The Morningstar Medalist Rating for the separately managed account and the mutual fund’s cheapest share class rise to Bronze; the remaining share classes stay at Neutral.

by Tony Thorn
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