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Workplace 401 has a change in the works and i wanted to know the collectives thoughts. Swapping Allianz NFJ Small Cap Value PCVAX for Nuveen Small Cap Value FSCCX.
The Nuveen fund's performance has been superior to Allianz lately. The Nuveen fund also has the advantage of having a lower cost (.95 vs 1.15). I wouldn't invest in either but within your 401k, you don't have much of a choice. So, superior performance at a lower cost, seems to be a win/win. Data was taken from Morningstar.
VF No small cap index. I always liked the dividend mandate of PCVAX. Now this fund will outperform. I have held it all these years and someone else is making decisions for me.
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