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Yahoo
22-05-2025
- Business
- Yahoo
3 Top-Ranked Nuveen Mutual Funds for Solid Returns
Nuveen Investments, headquartered in Chicago, IL, was founded in 1898 by John Nuveen. The company aims to provide financial services to its clients using a multi-boutique structure. It provides these services through an independent team, comprising Nuveen Asset Management, Winslow Capital and Symphony. Nuveen is the number one farmland assets manager in the world and a leader in alternative investments. In its Multi-Asset Solutions, the company had $1.3 trillion of assets under management as of March 31, 2025. Nuveen offers a wide range of asset classes and products, ranging from equity and alternative funds to municipal and taxable fixed-income bond funds. Below, we share with you three top-ranked Nuveen mutual funds, viz.,Nuveen Large Cap Growth TIRTX, Nuveen Core Equity TGIWX and Nuveen Quant Small Cap Equity TSCHX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Nuveen mutual funds. Nuveen Large Cap Growth fund invests most of its assets, along with borrowings, if any, in equity securities of large-cap growth companies, which are expected to benefit from prospective acquisitions, reorganizations, corporate restructurings or other special situations. TIRTX advisors also invest a small portion of the fund's net assets in foreign issues. Nuveen Large Cap Growth fund has three-year annualized returns of 13.7%. As of the end of January 2025, TIRTX held 54 issues, with 12.6% of its assets invested in Nuveen Core Equity fund invests most of its net assets preferably in large-cap equity securities of issues, which, according to the fund's investment advisors, have the potential for capital appreciation, dividend income, or both. TGIWX advisors prefer to invest in companies that are attractively valued and have the potential to appreciate faster than their peers and generate regular income in the form of dividends, stock buybacks or both. Nuveen Core Equity fundhas three-year annualized returns of 13.5%. TGIWX has an expense ratio of 0.41%. Nuveen Quant Small Cap Equity fund invests most of its assets in equity securities of small-cap domestic companies with market capitalization similar to the companies listed on the Russell 2000 Index, at the time of purchase. TSCHX advisors chose to invest in companies across a wide range of sectors, growth rates and valuations. Nuveen Quant Small Cap Equity fund has three-year annualized returns of 6.9%. Pei Chen has been the fund manager of TSCHX since March 2016. To view the Zacks Rank and the past performance of all Nuveen mutual funds, investors can click here to see the complete list of Nuveen mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (TIRTX): Fund Analysis Report Get Your Free (TSCHX): Fund Analysis Report Get Your Free (TGIWX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
New Indian Express
12-05-2025
- Business
- New Indian Express
Should you invest in Small Cap Funds
Small Cap Equity Funds have been in the eye of a storm ever since a prominent fund manager expressed his opinion on this category at the prevalent valuations. Several others were of a contrary opinion and the electronic media had a field day flogging this debate longer than needed. So, what exactly are these Small Cap Equity Funds? They are those funds that must mandatorily invest at least 65% of their assets in equity stocks of Small-Cap companies, as per SEBI's categorisation of funds. Small-Cap companies are defined to include all companies whose market cap is lower than that of the 250 largest companies (in terms of market capitalisation) listed in the Indian stock market. A popular theory among many wealth managers is that it is better to avoid Small Cap Equity Funds, or at best, allocate a relatively smaller portion of the portfolio to them to steer clear of a bad hit in the event of a vertical fall in the market which in turn could adversely impact the overall performance of one's portfolio. While there might be merit in the above belief, one must always remember that Investing is an Art and not a Science and hence cannot be bound by rules and formulae. Simply put, the above rule of avoiding or not investing in small-cap equity funds cannot be applied in the same measure to two individuals at opposite ends of the Investment Life-Cycle stage or to a person with a drive to maximize their investment returns coupled with a high-risk appetite. At the early Investment Life-Cycle stage, for example, and with all other factors being equal, the risk appetite of an investor is likely to be higher than that of another individual closing in on retirement towards the end of their Investment Life Cycle. Like with all other investment vehicles where the underlying asset class is Equity, one must give small-cap equity funds the luxury of time to perform. While there may be times when it provides handsome short-term gains too, serious investors intent on wealth creation have more often than not, thrived by staying invested for longer time frames that include at least one economic cycle. This is even more so because, unlike the large and mid-cap companies, small-cap companies are lesser known and less researched, with relatively lesser-known management too. As far as its taxation is concerned, based on the underlying asset, it qualifies for Equity taxation. It is taxed at the rate of 12.5% for Long Term Capital Gains (LTCG) made on the sale of units priced at over Rs.1.25 lakh, and 20% for Short Term Capital Gains (STCG) if the units are sold within the time frame of 1 year from the date of allotment of units. And thus, while Small-Cap equity funds may not merit an across-the-board blanket ban for investors, those including it in their portfolios must do so after calibrating its risks. (Ashok Kumar heads LKW India. The views expressed here are his own)
