NSMCX Mutual Fund

NSMCX Mutual Fund (Nuveen Small Mid Cap Value Fund Class C) is managed by Nuveen with $1.6M in net assets. NSMCX expense ratio is 1.91%, holding 65 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2006-12-15.

NSMCX performance shows a YTD return of 18.34%. The 1-year return is 30.96% and the 5-year return is 12.61%. NSMCX dividend yield stands at 6.95%, paid annually.

NSMCX top holdings include Fixed Inc Clearing Corp.Repo 1.44 7/1/2022 (4.2%), Viasat Inc (3.1%), Popular Inc_None_0 (2.5%), State Street Navigator Securities Lending Government Money Market Portfolio (2.5%), Bgc Group Inc-A (2.5%). Go to all NSMCX holdings, NSMCX sectors, or NSMCX dividends.

NSMCX can be compared against other funds. Use NSMCX overlap to find shared positions, or NSMCX vs another fund for a side-by-side view. NSMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.