TSMEX Mutual Fund

TSMEX Mutual Fund (Nuveen Quant Small/Mid Cap Equity Fund Class A) is managed by Nuveen. TSMEX expense ratio is 0.78%, holding 358 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2016-08-05.

TSMEX performance shows a YTD return of 21.38%. The 1-year return is 33.52% and the 5-year return is 12.23%. TSMEX dividend yield stands at 7.18%, paid annually.

TSMEX top holdings include Sandisk Corp/De (2.8%), Vanguard Russell 2000 Etf (1.7%), Vanguard Small-cap ETF (1.6%), Comfort Systems USA Inc. (1.4%), Lumentum Holdings Inc (1.1%). Go to all TSMEX holdings, TSMEX sectors, or TSMEX dividends.

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