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Mutual Fund Insights: Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

In-depth Analysis of Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

Mutual fund chart: Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

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See Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) performance details as of January 31, 2010

Last Trade: $14.80 on 3/19/2010, Change: -0.20 (-1.33%)

Experiment our closing price forecasting tool for Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) (alpha release)

Fund Manager - Phyllis G Thomas

Fund Manager Tenure: 3.2 years [Similar Funds: NSMAX NSMRX ]
Fundmojo Fund Grade: E (Score: 0.34) (What does this score mean?)

Phyllis G. Thomas, CFA is Managing Directorand Portfolio Manager and NWQ. Prior to joining NWQ Investment Management Company in 1990, Ms. Thomas held the position of Vice President and Senior Portfolio Manager with The Boston Company where she managed institutional portfolios for three years. Previous to this, she spent seven years at Beneficial Standard Investment Management Company as a Senior Portfolio Manager for the company?s equity funds and outside advisory accounts. Get more insights on Phyllis G Thomas

What we like about Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

Data for Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) as of January 31, 2010

Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) management has been with Nuveen NWQ Small/Mid-Cap Value C Fund for 3.2 years

What we are cautious about Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

Data for Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) as of January 31, 2010

Nuveen NWQ Small/Mid-Cap Value C Fund is a focused fund with 35.53% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) has a less-than-ideal short-term performance (1-year return 42.98% vs 43.98% Mid-Cap Value category average)
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) has a less-than-ideal mid-term performance (3-year return -12.84% vs -6.98% Mid-Cap Value category average)
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) ratio of up-years vs down years can be improved
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) has a Morningstar rating of 3 and below
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) is less safe compared to its Mid-Cap Value peers
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) has an annual stock turnover rate of 204.00% that is higher than the Mid-Cap Value average of 107.20%. This could mean Nuveen NWQ Small/Mid-Cap Value C is more nimble, but also signal potential high tax impact and high trading fees
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) does not have a good risk adjusted return as its 3-year Alpha of 0.27 is worse than category average of 2.33, and its 3-year Sharpe ratio is -0.34
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 31.23 that is higher than category average of 24.2
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) has a higher management fee of 2.20% than its Mid-Cap Value average of 1.37%
Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) carries a 1% load

See Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) performance details as of January 31, 2010

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Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) Net Asset

Track net asset change of Nuveen NWQ Small/Mid-Cap Value C fund (NSMCX)

Date	Net Asset
01/2010	$710.00K
11/2009	$720.00K
10/2009	$720.00K

More historic net asset information on Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) Portfolio Allocation

Track portfolio allocation change of Nuveen NWQ Small/Mid-Cap Value C fund (NSMCX)

Date	Cash	Stock	Bond	Other
11/2009	2.01%	97.99%	0%	0%
09/2009	3.72%	96.29%	0%	0%
08/2009	4.42%	95.58%	0%	0%

Click here to see more historic asset allocation information on Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

Most Recent Top 10 Holdings in Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

Discover what Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX) manager is buying

30-Nov-09

Elizabeth Arden, Inc. [4.93%]
GRIFFON CP [4.01%]
YAMANA GOLD INC [3.69%]
CIRCOR INTL INC [3.67%]
REINSURANCE GROUP [3.58%]
WAUSAU PAPER CORP. [3.25%]
Caseys General Stores, Inc. [3.18%]
ST MARY LAND EXPL [3.11%]
Coherent, Inc. [3.07%]
AVNET INC [3.04%]

30-Sep-09

Avocent Corporation [4.46%]
Elizabeth Arden, Inc. [4.35%]
REINSURANCE GROUP [3.8%]
ST MARY LAND EXPL [3.61%]
STANCORP FINCL GRP [3.44%]
GRIFFON CP [3.42%]
CIRCOR INTL INC [3.37%]
ASSURANT INC [3.29%]
Acergy S.A. [3.19%]
Caseys General Stores, Inc. [3.18%]

31-Aug-09

GRIFFON CP [4.01%]
Avocent Corporation [3.9%]
Elizabeth Arden, Inc. [3.86%]
REINSURANCE GROUP [3.83%]
STANCORP FINCL GRP [3.37%]
HANOVER INSURANCE GR [3.25%]
ASSURANT INC [3.18%]
ST MARY LAND EXPL [3.17%]
AVNET INC [3.13%]
ARROW ELCTS [3.05%]

Click here for Stock Holding Change Map in Nuveen NWQ Small/Mid-Cap Value C Fund (NSMCX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.