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Nasdaq - Delayed Quote USD
Nuveen Mid Cap Value A (TCMVX)
15.48
-0.94
(-5.72%)
At close: 8:03:59 PM EDT
Fund Summary
Under normal circumstances, 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 mid-capitalization value companies. It may invest up to 20% of its assets in foreign investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -3.22% |
| 5y Average Return | 17.40% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TCMVX | Category Average | TCMVX | Category Average | TCMVX | Category Average | |
| Alpha | -4.95 | -0.09 | -5.1 | -0.07 | -6.09 | -0.06 |
| BETA | 0.98 | 0.01 | 1.05 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.68 | 0.01 | 1.07 | 0.01 | 0.67 | 0.01 |
| R-squared | 77.25 | 0.85 | 77.13 | 0.82 | 80.08 | 0.84 |
| Standard Deviation | 18.84 | 0.25 | 21.1 | 0.2 | 17.99 | 0.17 |
| Sharpe Ratio | 0.2 | 0.01 | 0.48 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | 2.18 | 0.08 | 7.95 | 0.09 | 4.33 | 0.09 |
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