| 33.67 Net Asset Value | 0.00% 1 Day | +16.83% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | 5.75 Sales Expenses | 1.44% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +11.27% | 3 years | +20.07% | |
| 3 months | +11.09% | 5 years | +5.73% | |
| 1 year | +36.59% | Since inception | +6.21% |
| NSCAX | Category | |
|---|---|---|
| Performance 5-yr return | +5.73% | +7.67% |
| Expense ratio | 1.44% | 1.34% |
| Risk 5 year sharpe ratio | 0.33 | 0.38 |
| Net assets | $143.9M | $748.4M |
| Average market cap | $942.7M | $1.9B |
| Average P/E | 16.0 | 17.7 |
| Portfolio turnover | 44% | 44% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Nuveen |
| Fund manager & tenure | Phyllis Thomas / 8 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 29.11% |
| Consumer goods | 18.02% |
| Financial service | 17.54% |
| Hardware | 13.21% |
| Energy | 9.03% |
| BOBE Bob Evans Farms, Inc. | 4.77% |
| FOR Forestar Group, Inc. | 4.60% |
| RDEN Elizabeth Arden, Inc. | 4.51% |
| CRZO Carrizo Oil & Gas, Inc. | 4.24% |
| AIN Albany International Corporation | 4.11% |
| COHR Coherent, Inc. | 3.66% |
| GFF Griffon Corporation | 3.49% |
| TRS TriMas Corporation | 3.37% |
| ORB Orbital Sciences Corporation | 3.33% |
| AHL Aspen Insurance Holdings Ltd. | 3.11% |
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