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 102 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 Shares | 0.03% | 188.20B | Jul 1997 | NSMRX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NSMRX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | NSMRX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | NSMRX vs VSMAX |
Best Risk-Adjusted Alternatives to NSMRX
NSMRX has a PortfoliosLab risk / return rank of 77. There are 66 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | NSMRX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | NSMRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | NSMRX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | NSMRX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | NSMRX vs AUERX |
Top Performing NSMRX Alternatives (YTD)
NSMRX is at 18.75% YTD. There are 96 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | NSMRX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | NSMRX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | NSMRX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | NSMRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | NSMRX vs WESCX |
Lowest Volatility Alternatives to NSMRX
NSMRX has 17.83% 1-year volatility. There are 79 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | NSMRX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | NSMRX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | NSMRX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | NSMRX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | NSMRX vs FTHNX |
Lowest Drawdown Alternatives to NSMRX
NSMRX has a 1-year max drawdown of -10.55%. There are 101 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% | 3.10B | Apr 2006 | NSMRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | NSMRX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | NSMRX vs BIAUX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 9.70% | — | Jul 1999 | NSMRX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 58 | 8.38% | — | Jan 2007 | NSMRX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 12 | -0.33% | — | Oct 2002 | NSMRX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 24 | 6.80% | — | Nov 2005 | NSMRX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | NSMRX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 89 | 1.87% | — | Jun 1999 | NSMRX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 73 | 0.35% | — | Dec 2006 | NSMRX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 30 | 5.28% | — | Mar 2006 | NSMRX vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 4.79% | — | Dec 2009 | NSMRX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 91 | 1.56% | — | Jan 2013 | NSMRX vs NVHIX |
Often Compared With NSMRX
Investors most often compare NSMRX with AVUV, SSLCX, NELIX. These 16 comparison targets span 6 categories, based on PortfoliosLab usage data.
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