Nasdaq - Delayed Quote USD

Nuveen Quant Small/Mid Cap Eq W (TSMUX)

17.19 0.00 (0.00%)
At close: 8:00 PM EST

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
10,000
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • JPMorgan
  • Vanguard
  • LPL SAM Eligible - 11.01.2023
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • LPL Brokerage Availability - February 2024
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Small Blend
Fund Family Nuveen
Net Assets 1.39B
YTD Return 15.90%
Yield 1.24%
Morningstar Rating
Inception Date Sep 28, 2018

Performance & Risk

YTD Return 18.63%
5y Average Return 14.26%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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