Nasdaq - Delayed Quote USD

Nuveen Small Cap Select I (ARSTX)

15.32 -0.05 (-0.33%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 15.37
  • YTD Return 13.31%
  • Expense Ratio 0.99%
  • Category Small Blend
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 141.05M
  • Beta (5Y Monthly) 1.03
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.05
  • Inception Date Feb 28, 2018

Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000? Index on the last business day of the month in which its most recent reconstitution was completed.

Nuveen

Fund Family

Small Blend

Fund Category

141.05M

Net Assets

2018-02-28

Inception Date

Performance Overview: ARSTX

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Trailing returns as of 10/15/2024. Category is Small Blend.

YTD Return

ARSTX
13.31%
Category
20.19%
?

1-Year Return

ARSTX
26.25%
Category
60.18%
?

3-Year Return

ARSTX
4.12%
Category
11.32%
?

5-Year Return

ARSTX
11.73%
Category
13.88%
?

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Holdings: ARSTX

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Top 10 Holdings (18.93% of Total Assets)

SymbolCompany% Assets
EVR
Evercore Inc. 2.32%
PIPR
Piper Sandler Companies 2.25%
WTFC
Wintrust Financial Corporation 2.21%
NOG
Northern Oil and Gas, Inc. 1.95%
FCFS
FirstCash Holdings, Inc. 1.90%
SPXC
SPX Technologies, Inc. 1.74%
SSB
SouthState Corporation 1.71%
QTWO
Q2 Holdings, Inc. 1.62%
BANR
Banner Corporation 1.62%
HOMB
Home Bancshares, Inc. (Conway, AR) 1.60%

Sector Weightings

Recent News: ARSTX

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Research Reports: ARSTX

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