Nasdaq - Delayed Quote USD

Nuveen Quant Small/Mid Cap Eq A (TSMEX)

15.43
-0.06
(-0.39%)
At close: 8:01:38 PM EST

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in small-cap and mid-cap equity securities. In seeking a favorable long-term total return, it will invest in securities that the fund's investment adviser believes have favorable prospects for significant long-term capital appreciation potential. The fund may purchase foreign equity securities, denominated in U.S. dollars or in non-U.S. dollar currencies, and equity securities issued in connection with reorganizations and other special situations.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.48%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 6.31%
5y Average Return 13.47%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TSMEXCategory AverageTSMEXCategory AverageTSMEXCategory Average
Alpha -2.59 -0.09 -2.35 -0.06 -- -0.06
BETA 1.05 0.01 1.13 0.01 -- 0.01
Mean Annual Return 0.65 0.01 1.21 0.01 -- 0.01
R-squared 76.51 0.83 78.66 0.77 -- 0.78
Standard Deviation 20.88 0.26 23.08 0.21 -- 0.19
Sharpe Ratio 0.17 0 0.52 0.01 -- 0.01
Treynor Ratio 1.51 0.08 8.78 0.1 -- 0.09

Related Tickers