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NSMRX Nuveen Small/Mid-Cap Value I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

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 the Russell 2500® Value 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.

Market Cap

The average market capitalization across the Nuveen Small/Mid-Cap Value I MF is 8.89B. The market cap for tickers in the group ranges from 2.73B to 23.25B. IRM holds the highest valuation in this group at 23.25B. The lowest valued company is MTRN at 2.73B.

Volume

The average weekly volume growth across all stocks in the Nuveen Small/Mid-Cap Value I MF was -24%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 22%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 41
Price Growth Rating: 43
SMR Rating: 48
Profit Risk Rating: 17
Seasonality Score: 39 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Nuveen Investment Trust333 West Wacker Drive 32Nd FloorChicago
Phone
312-917-8146
Web
www.nuveen.com
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NSMRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NSMRX has been closely correlated with VSCIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if NSMRX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NSMRX
1D Price
Change %
NSMRX100%
-0.92%
VSCIX - NSMRX
95%
Closely correlated
-1.07%
VSCPX - NSMRX
95%
Closely correlated
-1.07%
VSMAX - NSMRX
95%
Closely correlated
-1.06%
NAESX - NSMRX
95%
Closely correlated
-1.06%
FTHFX - NSMRX
94%
Closely correlated
-0.98%
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