Nuveen Small Cap Select Fund (ARSTX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARSTX
ARSTX charges 0.99% annually. There are 92 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | ARSTX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | ARSTX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | ARSTX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | ARSTX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | ARSTX vs VSMAX |
Best Risk-Adjusted Alternatives to ARSTX
ARSTX has a PortfoliosLab risk / return rank of 43. There are 121 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | ARSTX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | ARSTX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | ARSTX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | ARSTX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | ARSTX vs WWSIX |
Top Performing ARSTX Alternatives (YTD)
ARSTX is at 10.52% YTD. There are 150 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | ARSTX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | ARSTX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | ARSTX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | ARSTX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | ARSTX vs MOPIX |
Lowest Volatility Alternatives to ARSTX
ARSTX has 17.41% 1-year volatility. There are 56 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | ARSTX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | ARSTX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | ARSTX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | ARSTX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | ARSTX vs BOSOX |
Lowest Drawdown Alternatives to ARSTX
ARSTX has a 1-year max drawdown of -10.39%. There are 95 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | ARSTX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | ARSTX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | ARSTX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | ARSTX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | ARSTX vs BIAUX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | ARSTX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | ARSTX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | ARSTX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | ARSTX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | ARSTX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | ARSTX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | ARSTX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | ARSTX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | ARSTX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | ARSTX vs NELIX |
Often Compared With ARSTX
Investors most often compare ARSTX with SPY, CAMSX, AZBIX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ARSTX with Any Fund or Stock
Compare ARSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARSTX with funds that move differently
Nuveen Small Cap Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARSTX.
Explore ARSTX Diversifiers