Nuveen Nwq Smallmid Cap Fund Quote
| NSMRX Fund | USD 39.29 0.52 1.34% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Nuveen Nwq is trading at 39.29 as of the 24th of November 2024; that is 1.34 percent increase since the beginning of the trading day. The fund's open price was 38.77. Nuveen Nwq has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nuveen Nwq Smallmid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in the Russell 2500 Value Index. More on Nuveen Nwq Smallmid Cap
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Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Funds, Small Blend Funds, Small Blend, Nuveen, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Nuveen Nwq Smallmid Cap [NSMRX] is traded in USA and was established 24th of November 2024. Nuveen Nwq is listed under Nuveen category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Nuveen family. This fund now has accumulated 37.75 M in assets with no minimum investment requirementsNuveen Nwq Smallmid is currently producing year-to-date (YTD) return of 24.64% with the current yeild of 0.0%, while the total return for the last 3 years was 10.61%.
Check Nuveen Nwq Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Nwq Smallmid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen Nwq Smallmid Cap Mutual Fund Constituents
| SHOO | Steven Madden | Stock | Consumer Discretionary | |
| MGY | Magnolia Oil Gas | Stock | Energy | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| LSCC | Lattice Semiconductor | Stock | Information Technology | |
| HR | Healthcare Realty Trust | Stock | Real Estate | |
| IWN | iShares Russell 2000 | Etf | Small Value | |
| TPH | TRI Pointe Homes | Stock | Consumer Discretionary |
Nuveen Nwq Smallmid Risk Profiles
| Mean Deviation | 0.7522 | |||
| Semi Deviation | 0.758 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
Nuveen Nwq Against Markets
Other Information on Investing in Nuveen Mutual Fund
Nuveen Nwq financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Nwq security.
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