Nuveen Small Cap Fund Quote
| ARSTX Fund | USD 16.85 0.05 0.30% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Nuveen Small is trading at 16.85 as of the 1st of December 2024; that is 0.30 percent increase since the beginning of the trading day. The fund's open price was 16.8. Nuveen Small has less than a 17 % 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 Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000 Index on the last business day of the month in which its most recent reconstitution was completed.. More on Nuveen Small Cap
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Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Funds, Small Blend Funds, Small Blend, Nuveen (View all Sectors) |
| Update Date | 30th of September 2024 |
Nuveen Small Cap [ARSTX] is traded in USA and was established 1st of December 2024. Nuveen Small 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 presently has accumulated 126.98 M in assets under management (AUM) with no minimum investment requirementsNuveen Small Cap is currently producing year-to-date (YTD) return of 25.21%, while the total return for the last 3 years was 5.08%.
Check Nuveen Small 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 Small 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 Small Cap Mutual Fund Constituents
| CPE | Callon Petroleum | Stock | Energy | |
| WAL | Western Alliance Bancorporation | Stock | Financials | |
| RBC | RBC Bearings Incorporated | Stock | Industrials | |
| JELD | Jeld Wen Holding | Stock | Industrials | |
| MTDR | Matador Resources | Stock | Energy | |
| PLCE | Childrens Place | Stock | Consumer Discretionary | |
| HOMB | Home BancShares | Stock | Financials | |
| MMS | Maximus | Stock | Industrials |
Nuveen Small Cap Risk Profiles
| Mean Deviation | 0.8625 | |||
| Semi Deviation | 0.7893 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.65 |
Nuveen Small Against Markets
Other Information on Investing in Nuveen Mutual Fund
Nuveen Small 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 Small security.
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