Nasdaq - Delayed Quote USD

Nuveen Quant Small/Mid Cap Eq Premier (TSMMX)

14.61
+0.47
+(3.32%)
At close: 8:02:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.38%
5y Average Return 16.66%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 8, 2025) 31.78%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 31.78%
Worst 3Y Total Return 5.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TSMMX
Category
YTD
-7.96%
20.19%
1-Month
-1.52%
0.02%
3-Month
-11.94%
4.36%
1-Year
5.66%
60.18%
3-Year
7.70%
11.32%
5-Year
16.22%
13.88%
10-Year
0.00%
11.19%
Last Bull Market
23.91%
27.98%
Last Bear Market
-16.03%
-24.08%

Annual Total Return (%) History

Year
TSMMX
Category
2025
--
--
2024
18.23%
--
2023
20.67%
--
2022
-16.53%
--
2021
31.78%
--
2020
15.79%
10.99%
2019
29.74%
23.75%
2018
-7.63%
-12.72%

2017
19.50%
12.28%
2016
--
20.78%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.54% -- -- --
2024 8.42% -1.78% 8.91% 1.94%
2023 3.87% 5.26% -2.69% 13.42%
2022 -5.55% -16.03% -2.30% 7.73%
2021 15.78% 7.55% -0.46% 6.31%
2020 -31.15% 27.26% 4.80% 26.10%
2019 16.68% 3.77% -0.41% 7.60%
2018 0.08% 7.14% 5.59% -18.42%
2017 3.91% 1.97% 5.36% 7.04%
2016 7.03% -- -- --

Rank in Category (By Total Return)

YTD 15
1-Month 15
3-Month 24
1-Year 7
3-Year 7
5-Year 4

Load Adjusted Returns

1-Year 5.66%
3-Year 7.70%
5-Year 16.22%
10-Year --

Performance & Risk

YTD Return -4.38%
5y Average Return 16.66%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Nuveen
Net Assets 1.39B
YTD Return -7.96%
Yield 0.66%
Morningstar Rating
Inception Date Aug 05, 2016

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.

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