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Small Cap Select

Nuveen
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Strategy description

Small Cap Select is a diversified, small-cap stock portfolio that seeks to generate performance primarily through stock selection and focuses on quality companies with the potential to grow.

Asset class: Core

For term definitions and index descriptions, please access the glossary in the footer.

At-a-glance

Benchmark Russell 2000® Index
Holdings Range 80 - 100
Tracking Error Range(%) 3 - 5
Target Alpha/Market Cycle 300 basis points
Sectors +/- 5% versus Russell 2000® Index

 

Investment process

Integrated research platform combines fundamental and quantitative analysis to rate companies with attractive fundamentals, valuations and catalysts.  Companies are assessed in three distinct value sub-styles and the portfolio will opportunistically allocate to each. Constructing the portfolio with this investment strategy seeks to provide consistent performance throughout market cycles.

 

More strategies
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Large Cap Growth
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International Growth ADR
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Small Cap Value
A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives. 
 
SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.

Check with your financial advisor for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.
 
A word on risk
All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. Growth style investing may fall out of favor and underperform other equity investments during given periods. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks. Small-cap stocks are subject to greater volatility and liquidity risks. Foreign investments involve additional risks including currency fluctuations, political and economic instability, and lack of liquidity. These risks are magnified in emerging markets.
 
Nuveen Asset Management, LLC, is a registered investment adviser and affiliate of Nuveen, LLC.