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NSCRX Nuveen NWQ Small-Cap Value I

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Fund NSCRX Nuveen NWQ Small-Cap Value I MSCFX Mairs & Power Small Cap  
100% 91%
Annual Fees
(1.07% Exp. Ratio)
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,364.22 $38,480.73
Est. savings over 30 yrs +$116.51
As of 9/30/16
1 YR RETURN 18.71%
3 YR 8.15%
5 YR 17.46%
10 YR 6.74%
1 YR RETURN 22.01%
3 YR 9.25%
5 YR 20.90%
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 above-average, long-term appreciation. The fund normally will invest at least 80% of its net assets (including borrowings for investment purposes) in U.S. common stocks issued by small cap companies. For this purpose, small cap companies are defined as companies whose market capitalization at the time of purchase come within the non-float adjusted range represented by companies in the S&P SmallCap 600 Total Return Index as of December 31 of the preceding year. The S&P SmallCap 600 Total Return Index is a widely used benchmark for small cap performance and is rebalanced continuously.

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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.


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