Nuveen Small/Mid Cap Value Fund (NSMRX) 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 NSMRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSMRX
NSMRX charges 1.05% annually. There are 101 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 | NSMRX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NSMRX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | NSMRX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | NSMRX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | NSMRX vs VSMAX |
Best Risk-Adjusted Alternatives to NSMRX
NSMRX has a PortfoliosLab risk / return rank of 66. There are 75 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | NSMRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | NSMRX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | NSMRX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | NSMRX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | NSMRX vs RYOTX |
Top Performing NSMRX Alternatives (YTD)
NSMRX is at 18.58% YTD. There are 98 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | NSMRX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | NSMRX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | NSMRX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | NSMRX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | NSMRX vs WWSIX |
Lowest Volatility Alternatives to NSMRX
NSMRX has 17.77% 1-year volatility. There are 66 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | NSMRX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | NSMRX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | NSMRX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | NSMRX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | NSMRX vs BOSOX |
Lowest Drawdown Alternatives to NSMRX
NSMRX has a 1-year max drawdown of -10.55%. There are 100 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 | NSMRX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NSMRX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | NSMRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NSMRX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NSMRX vs SSCDX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 12 categories.
Often Compared With NSMRX
Investors most often compare NSMRX with AVUV, NELIX, NINLX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 76 | 20.76% | 26.41B | Sep 2019 | NSMRX vs AVUV | |
| Nuveen Equity Long/Short Fund | Long-Short | 58 | 8.44% | — | Dec 2008 | NSMRX vs NELIX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.83% | — | May 2010 | NSMRX vs NINLX | |
| Auer Growth Fund | Small Cap Blend Equities | 83 | 14.41% | — | Dec 2007 | NSMRX vs AUERX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 60 | 16.52% | — | Dec 2008 | NSMRX vs BIAUX | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 81 | 20.78% | — | Mar 2007 | NSMRX vs FSOPX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 69 | 20.70% | — | Oct 2002 | NSMRX vs TISBX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 83 | 32.40% | — | Dec 2001 | NSMRX vs HASCX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 78 | 20.24% | — | Nov 2014 | NSMRX vs TNVIX |
Compare NSMRX with Any Fund or Stock
Compare NSMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSMRX with funds that move differently
Nuveen Small/Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSMRX.
Explore NSMRX Diversifiers