TCSEX

Active

Nuveen Quant Small Cap Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.76%
Annual Cost per $10K
$76.00
30-Year Fee Drag per $10K
$14,656
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.36%

Asset Allocation

US Equity
91%
Cash
9%

Fee Comparison

TCSEX
0.76%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

28% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+48.42%3Y
Compare to

Fee Impact Calculator

$
%
TCSEX at 0.76%$307,335
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$73,278
Cost vs index fund−$70,089

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
TCSEXNuveen Quant Small Cap Equity Fund0.76%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
IJRiShares Core S&P Small-Cap ETF0.06%
AWSHXWashington Mutual Investors Fund0.31%
JLGMXJPMorgan Large Cap Growth Fund0.94%
IJHiShares Core S&P Mid-Cap ETF0.05%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
VWNAXVANGUARD WINDSOR II FUND0.23%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
VPMCXVANGUARD PRIMECAP FUND0.38%
OAZMXOakmark Fund0.63%
TGIRXThornburg International Equity Fund0.70%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
OIEFXJPMorgan Equity Income Fund0.95%
IWRiShares Russell Mid-Cap ETF0.18%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
JHQAXJPMorgan Hedged Equity Fund0.82%
QCGRFXCollege Retirement Equities Fund - Growth Account
JVMAXDisciplined Value Mid Cap Fund0.74%
IGViShares Expanded Tech-Software Sector ETF0.39%
VWNEXVANGUARD WINDSOR FUND0.26%
DFACDimensional U.S. Core Equity 2 ETF0.17%
COWZPacer US Cash Cows 100 ETF0.49%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FUQIXFidelity SAI U.S. Quality Index Fund0.10%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
OAZLXOakmark Select Fund0.73%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
JGACXJPMorgan Growth Advantage Fund0.99%
TISEXNuveen Quant Small Cap Equity Fund0.41%
QUACXAB Small Cap Growth Portfolio1.12%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
KRESPDR(R) S&P Regional Banking(SM) ETF0.35%
VHTVANGUARD HEALTH CARE INDEX FUND0.09%
TRGOXT. Rowe Price Large-Cap Growth Fund0.70%
IWPiShares Russell Mid-Cap Growth ETF0.23%
IJTiShares S&P Small-Cap 600 Growth ETF0.18%
EGFIXEdgewood Growth Fund$1M min1.00%
VSCAXInvesco Small Cap Value Fund1.35%
FGKFXFidelity Growth Company K6 Fund0.45%
PFFiShares Preferred and Income Securities ETF0.45%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
VASVXVANGUARD SELECTED VALUE FUND0.42%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
PLCGXLargeCap Growth Fund I0.94%
IJSiShares S&P Small-Cap 600 Value ETF0.18%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
JGAQXJPMorgan Value Advantage Fund0.99%
CIVIXCAUSEWAY INTERNATIONAL VALUE FUND$1M min0.85%
SVFIXSmead Value Fund0.90%
CCIFXColumbia Seligman Technology and Information Fund0.91%
IWSiShares Russell Mid-Cap Value ETF0.23%
DFREXDFA REAL ESTATE SECURITIES PORTFOLIO$1M min0.18%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PZHEXT. Rowe Price Hedged Equity Fund0.46%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
FBLEXFidelity Series Stock Selector Large Cap Value Fund0.00%
PRFInvesco RAFI US 1000 ETF0.34%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
PPAInvesco Aerospace & Defense ETF0.58%
XMHQInvesco S&P MidCap Quality ETF0.25%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
CEYRXCalvert Equity Fund0.58%
FZAOXFidelity Advisor Small Cap Fund0.90%
CIPMXChamplain MidCap Fund1.09%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
IJJiShares S&P Mid-Cap 400 Value ETF0.18%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
OEICXJPMorgan Equity Index Fund0.45%
DCZRXMacquarie Small Cap Core Fund0.68%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
JAGMX500 Index Trust0.25%
TRPWXNuveen Quant Mid Cap Growth Fund0.50%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
GTENXGateway Fund0.65%
PLSAXLargeCap S&P 500 Index Fund0.39%
NLSIXNeuberger Berman Long Short Fund$1M min1.32%
PRUQXPGIM Jennison Utility Fund0.49%
LMESXClearBridge Appreciation Fund0.56%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
TSPNXT. Rowe Price Spectrum Income Fund0.46%
ITAiShares U.S. Aerospace & Defense ETF0.38%
SSAQXState Street U.S. Core Equity Fund0.14%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
TIMVXNuveen Mid Cap Value Fund0.46%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
FITLXFidelity U.S. Sustainability Index Fund0.11%
SPIAXInvesco S&P 500 Index Fund0.54%
FSTSXFidelity Series International Small Cap Fund0.01%
CREFXCohen & Steers Real Estate Securities Fund0.75%
ONEQFidelity Nasdaq Composite Index ETF0.21%
GITUXGuidePath Tactical Allocation Fund0.86%
QLDProShares Ultra QQQ0.95%

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