Nasdaq - Delayed Quote USD

Nuveen Small/Mid Cap Value R6 (NWQFX)

35.11
+0.45
+(1.30%)
At close: 8:01:07 PM EST

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
20
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Shareholders Services Group
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 10.24.2024
  • Nationwide Retirement Innovator
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • Raymond James
  • Raymond James WRAP Eligible
  • CommonWealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • Ameritas NTFN
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • SB Pychx OFS A
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ING Financial Advisers - SAS Funds
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Vanguard Load
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 10.24.2024
  • Nationwide Retirement Innovator Advantage
  • Fidelity Advisor 401(k) M Shares
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests at least 80% 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. It invests primarily in U.S. equity securities, but it may invest up to 35% of its net assets in non-U.S. equity securities, including up to 10% of its net assets in equity securities of companies located in emerging market countries.

Fund Overview

Category Small Blend
Fund Family Nuveen
Net Assets 109.64M
YTD Return 20.35%
Yield 1.51%
Morningstar Rating
Inception Date Dec 15, 2006

Performance & Risk

YTD Return 6.14%
5y Average Return 13.58%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

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