Morningstar

Nuveen Quant Small/Mid Cap Equity Fund Retirement Class TSMOX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $18.65  /  +0.76 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.460%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.61%
  • Turnover Ratio 89%
NAV and 1-Day Return as of

Morningstar’s Analysis TSMOX

Will TSMOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TSMOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TSMOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TSMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Quant Small/Mid Cap Eq Retirement holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TSMOX

More TSMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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