Nasdaq - Delayed Quote • USD
Nuveen Quant Small/Mid Cap Eq Retirement (TSMOX)
At close: 8:00 PM EDT
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 | 31.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 9.93% |
| 5y Average Return | 12.70% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TSMOX | Category Average | TSMOX | Category Average | TSMOX | Category Average | |
| Alpha | -2.69 | -0.09 | -2.42 | -0.06 | -- | -0.06 |
| BETA | 0.99 | 0.01 | 1.1 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.65 | 0.01 | 1.29 | 0.01 | -- | 0.01 |
| R-squared | 77.01 | 0.83 | 78.75 | 0.77 | -- | 0.78 |
| Standard Deviation | 19.98 | 0.26 | 22.36 | 0.21 | -- | 0.19 |
| Sharpe Ratio | 0.21 | 0 | 0.58 | 0.01 | -- | 0.01 |
| Treynor Ratio | 2.3 | 0.08 | 10.29 | 0.1 | -- | 0.09 |
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