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.
Will NSMRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of NSMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.