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Nuveen Small Cap Index R3 (ARSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Nuveen Small Cap Index R3 (ARSCX) Fund

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Graph of Nuveen Small Cap Index R3 Fund (ARSCX) ManagerFund Manager - David A. Friar

Fund Manager Information

Fund Manager Tenure: 19.4 years
Fund Family: Nuveen
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Nuveen Small Cap Index R3 Fund (ARSCX) ProfileNuveen Small Cap Index R3 Fund (ARSCX) Profile

Fund Profile and Description

Nuveen Small Cap Index R3 Fund seeks to provide investment results that correspond to the performance of the Russell 2000 Index. Nuveen Small Cap Index R3 Fund normally invests at least 90% of assets in securities listed in the Russell 2000 Index. It attempts to achieve a correlation between the performance of its portfolio and that of the Russell 2000 Index of at least 95%, without taking into account expenses of the fund. Nuveen Small Cap Index R3 Fund may also invest in stock index futures contracts, options on stock indices, options on stock index futures and index participation contracts based on the Russell 2000 Index.

 

Nuveen Small Cap Index R3 (ARSCX) Fund Strength What we like about Nuveen Small Cap Index R3 (ARSCX) Fund

Data for Nuveen Small Cap Index R3 Fund (ARSCX) as of May 30, 2016

  • Nuveen Small Cap Index R3 Fund (ARSCX) management has been with Nuveen Small Cap Index R3 Fund for 19.4 years
  • Nuveen Small Cap Index R3 Fund (ARSCX) ratio of up-years vs down years is greater than 2
  • Asset base in Nuveen Small Cap Index R3 Fund (ARSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Nuveen Small Cap Index R3 Fund (ARSCX) has an annual stock turnover rate of 14.00% vs Small Blend average of 52.13%. It is good that Nuveen Small Cap Index R3 management does not trade extensively for its return.
  • Nuveen Small Cap Index R3 Fund (ARSCX) has a lower expense ratio than its Small Blend average: 1.06% vs 1.22%

Nuveen Small Cap Index R3 Fund (ARSCX) Weakness What we are cautious about Nuveen Small Cap Index R3 (ARSCX) Fund

Data for Nuveen Small Cap Index R3 Fund (ARSCX) as of May 30, 2016

  • Nuveen Small Cap Index R3 Fund (ARSCX) has a less-than-ideal short-term performance (1-year return -6.75% vs -5.18% Small Blend category median performance)
  • Nuveen Small Cap Index R3 Fund (ARSCX) has a less-than-ideal mid-term performance (3-year return 6.07% vs 6.96% Small Blend category median performance)
  • Nuveen Small Cap Index R3 Fund (ARSCX) has a less-than-ideal Long-term performance (5-year return 7.00% vs 7.84% Small Blend category median performance)
  • Nuveen Small Cap Index R3 Fund (ARSCX) has a Morningstar rating of 3 and below
  • Nuveen Small Cap Index R3 Fund (ARSCX) is less safe compared to its Small Blend peers
  • Nuveen Small Cap Index R3 Fund (ARSCX) does not have a good risk adjusted return as its 3-year Alpha of -5.24 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.46
  • Nuveen Small Cap Index R3 Fund (ARSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.22 that is higher than category average of 14.58
  • Even though Nuveen Small Cap Index R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Nuveen Small Cap Index R3 Fund (ARSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nuveen Small Cap Index R3 Fund (ARSCX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Nuveen Small Cap Index R31.95-6.756.077.00
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Nuveen Small Cap Index R3 Fund (ARSCX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Nuveen Small Cap Index R3 Fund (ARSCX) Net Asset TrackingNuveen Small Cap Index R3 (ARSCX) Fund Net Asset

Track net asset change of Nuveen Small Cap Index R3 fund (ARSCX)

DateNet Asset
05/2016$113.82M
03/2016$112.00M
02/2016$107.95M
More historic net asset information on Nuveen Small Cap Index R3 Fund (ARSCX)

  

Graph of Nuveen Small Cap Index R3 Fund (ARSCX) Portfolio TrackingNuveen Small Cap Index R3 (ARSCX) Fund Portfolio Allocation

Track portfolio allocation change of Nuveen Small Cap Index R3 fund (ARSCX)

DateCashStockBondOther
04/20165.41%94.31%0%0.27%
02/20165.04%94.74%0%0.22%
01/20161.29%90.61%0%8.03%
Click here to see more historic asset allocation information on Nuveen Small Cap Index R3 Fund (ARSCX)

 

graph of Nuveen Small Cap Index R3 Fund (ARSCX) Top 10 Position TrackingTop 10 Holdings in Nuveen Small Cap Index R3 (ARSCX) Fund

Discover what Nuveen Small Cap Index R3 Fund (ARSCX) manager is buying

Apr 29, 2016
STERIS plc Ordinary Shares [0.35%]
CubeSmart Common Shares [0.3%]
Treehouse Foods, Inc. Common St [0.29%]
West Pharmaceutical Services, I [0.29%]
Tyler Technologies, Inc. Common [0.28%]
Vail Resorts, Inc. Common Stock [0.27%]
Manhattan Associates, Inc. [0.26%]
MarketAxess Holdings, Inc. [0.26%]
Post Holdings, Inc. Common Stoc [0.25%]
Highwoods Properties, Inc. Comm [0.25%]

Feb 28, 2016
STERIS plc Ordinary Shares [0.37%]
CubeSmart Common Shares [0.34%]
West Pharmaceutical Services, I [0.3%]
Treehouse Foods, Inc. Common St [0.3%]
Vail Resorts, Inc. Common Stock [0.29%]
MarketAxess Holdings, Inc. [0.28%]
Sovran Self Storage, Inc. Commo [0.27%]
Piedmont Natural Gas Company, I [0.27%]
Highwoods Properties, Inc. Comm [0.27%]
Caseys General Stores, Inc. [0.27%]

Jan 30, 2016
STERIS plc Ordinary Shares [0.37%]
CubeSmart Common Shares [0.34%]
Tyler Technologies, Inc. Common [0.34%]
Caseys General Stores, Inc. [0.3%]
Vail Resorts, Inc. Common Stock [0.29%]
Manhattan Associates, Inc. [0.28%]
MarketAxess Holdings, Inc. [0.28%]
Piedmont Natural Gas Company, I [0.27%]
Euronet Worldwide, Inc. [0.27%]
West Pharmaceutical Services, I [0.27%]
Click here for Stock Holding Change Map in Nuveen Small Cap Index R3 Fund (ARSCX)

  

Latest News on Nuveen Small Cap Index R3 (ARSCX) Fund

See what is happening with Nuveen Small Cap Index R3 Fund (ARSCX)

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Nuveen Small Cap Index R3 Fund (ARSCX) Related ResourcesSee more information on Nuveen Small Cap Index R3 (ARSCX) Fund

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