Investment Test Drive

NSCCX Nuveen NWQ Small-Cap Value C

9 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund NSCCX Nuveen NWQ Small-Cap Value C IJR iShares Core S&P Small-Cap VIOO Vanguard S&P Small-Cap 600 ETF  
100% 89% 89%
Annual Fees
(2.07% Exp. Ratio)
(0.07% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$28,285.17 $51,875.55 $50,644.02
Est. savings over 30 yrs +$23,590.38 +$22,358.85
As of 9/30/16
1 YR RETURN 17.53%
3 YR 7.08%
5 YR 16.29%
10 YR 5.68%
1 YR RETURN 18.14%
3 YR 9.01%
5 YR 17.82%
10 YR 8.64%
1 YR RETURN 18.02%
3 YR 8.90%
5 YR 17.70%
10 YR --
The investment seeks long-term capital appreciation. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in either the Russell 2000® Value Index or the Standard & Poor's SmallCap 600 Index. It invests primarily in U.S. equity securities, but it may invest up to 35% of its net assets in non-U.S. equity securities, including up to 10% of its net assets in equity securities of companies located in emerging market countries.
The investment seeks to track the investment results of the S&P SmallCap 600® (the "underlying index"), which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P SmallCap 600® Index. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!