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Nuveen Small Cap Select A (EMGRX) Fund Ranking and Research

Ranking, Research and Recommendation of Nuveen Small Cap Select A (EMGRX) Fund

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Graph of Nuveen Small Cap Select A Fund (EMGRX) ManagerFund Manager - Mark A. Traster

Fund Manager Information

Fund Manager Tenure: 11.0 years
Fund Family: Nuveen
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of Nuveen Small Cap Select A Fund (EMGRX) ProfileNuveen Small Cap Select A Fund (EMGRX) Profile

Fund Profile and Description

Nuveen Small Cap Select A Fund seeks capital appreciation. Nuveen Small Cap Select A Fund invests primarily in common stocks of small-capitalization companies, defined as companies that have market capitalizations at the time of purchase within the range of market capitalizations of companies constituting the Russell 2000 Index. It may also invest up to 25% of assets, collectively, in non-dollar denominated and dollar-denominated equity securities of foreign issuers that are either listed on a U.S. stock exchange or represented by depositary receipts that may or may not be sponsored by a domestic bank.

 

Nuveen Small Cap Select A (EMGRX) Fund Strength What we like about Nuveen Small Cap Select A (EMGRX) Fund

Data for Nuveen Small Cap Select A Fund (EMGRX) as of May 30, 2016

  • Nuveen Small Cap Select A Fund (EMGRX) management has been with Nuveen Small Cap Select A Fund for 11.0 years
  • Nuveen Small Cap Select A Fund (EMGRX) has good short-term performance (1-year return -2.70% vs -7.74% Small Growth category median performance)
  • Nuveen Small Cap Select A Fund (EMGRX) has good mid-term performance (3-year return 8.33% vs 6.86% Small Growth category median performance)
  • Nuveen Small Cap Select A Fund (EMGRX) has good Long-term performance (5-year return 7.32% vs 7.01% Small Growth category median performance)
  • Nuveen Small Cap Select A Fund (EMGRX) ratio of up-years vs down years is greater than 2
  • Asset base in Nuveen Small Cap Select A Fund (EMGRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Nuveen Small Cap Select A Fund (EMGRX) Weakness What we are cautious about Nuveen Small Cap Select A (EMGRX) Fund

Data for Nuveen Small Cap Select A Fund (EMGRX) as of May 30, 2016

  • Nuveen Small Cap Select A Fund (EMGRX) has a Morningstar rating of 3 and below
  • Nuveen Small Cap Select A Fund (EMGRX) is less safe compared to its Small Growth peers
  • Nuveen Small Cap Select A Fund (EMGRX) has an annual stock turnover rate of 75.00% that is higher than the Small Growth average of 63.11%. This could mean Nuveen Small Cap Select A is more nimble, but also signal potential high tax impact and high trading fees
  • Nuveen Small Cap Select A Fund (EMGRX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.9 that is higher than category average of 15.82
  • Nuveen Small Cap Select A Fund (EMGRX) has a higher expense ratio of 1.42% than its Small Growth average of 1.31%
  • Nuveen Small Cap Select A Fund (EMGRX) carries a 5.75% load
See Nuveen Small Cap Select A Fund (EMGRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nuveen Small Cap Select A Fund (EMGRX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Nuveen Small Cap Select A3.70-2.708.337.32
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Nuveen Small Cap Select A Fund (EMGRX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Nuveen Small Cap Select A Fund (EMGRX) Net Asset TrackingNuveen Small Cap Select A (EMGRX) Fund Net Asset

Track net asset change of Nuveen Small Cap Select A fund (EMGRX)

DateNet Asset
05/2016$140.05M
03/2016$137.67M
02/2016$128.40M
More historic net asset information on Nuveen Small Cap Select A Fund (EMGRX)

  

Graph of Nuveen Small Cap Select A Fund (EMGRX) Portfolio TrackingNuveen Small Cap Select A (EMGRX) Fund Portfolio Allocation

Track portfolio allocation change of Nuveen Small Cap Select A fund (EMGRX)

DateCashStockBondOther
04/20161.93%98.07%0%0%
02/20162.03%97.97%0%0%
01/20162.24%97.76%0%0%
Click here to see more historic asset allocation information on Nuveen Small Cap Select A Fund (EMGRX)

 

graph of Nuveen Small Cap Select A Fund (EMGRX) Top 10 Position TrackingTop 10 Holdings in Nuveen Small Cap Select A (EMGRX) Fund

Discover what Nuveen Small Cap Select A Fund (EMGRX) manager is buying

Apr 29, 2016
Regal Beloit Corporation Common [1.8%]
HealthSouth Corporation Common [1.78%]
MasTec, Inc. Common Stock [1.69%]
Continental Building Products, [1.63%]
Callon Petroleum Company Common [1.6%]
Brunswick Corporation Common St [1.59%]
Synchronoss Technologies, Inc. [1.52%]
CNO Financial Group, Inc. Commo [1.49%]
Generac Holdlings Inc. Common S [1.47%]
Renasant Corporation [1.46%]

Feb 28, 2016
Synchronoss Technologies, Inc. [1.79%]
MasTec, Inc. Common Stock [1.78%]
Regal Beloit Corporation Common [1.76%]
CSG Systems International, Inc. [1.76%]
HealthSouth Corporation Common [1.61%]
American Equity Investment Life [1.61%]
Mellanox Technologies, Ltd. [1.6%]
Brunswick Corporation Common St [1.58%]
Ethan Allen Interiors Inc. Comm [1.54%]
Continental Building Products, [1.54%]

Jan 30, 2016
Mellanox Technologies, Ltd. [1.75%]
MasTec, Inc. Common Stock [1.74%]
Brunswick Corporation Common St [1.72%]
Regal Beloit Corporation Common [1.71%]
Steven Madden, Ltd. [1.64%]
CSG Systems International, Inc. [1.58%]
Renasant Corporation [1.58%]
Synchronoss Technologies, Inc. [1.57%]
PNM Resources, Inc. (Holding Co [1.53%]
Webster Financial Corporation C [1.52%]
Click here for Stock Holding Change Map in Nuveen Small Cap Select A Fund (EMGRX)

  

Latest News on Nuveen Small Cap Select A (EMGRX) Fund

See what is happening with Nuveen Small Cap Select A Fund (EMGRX)

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Nuveen Small Cap Select A Fund (EMGRX) Related ResourcesSee more information on Nuveen Small Cap Select A (EMGRX) Fund

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