Morningstar

Nuveen Small-Cap Value Opportunities Fund Class I NSCRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $61.16  /  +0.64 %
  • Fund Size $212.7M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.56%
  • Turnover Ratio 96%
NAV and 1-Day Return as of

Morningstar’s Analysis NSCRX

Will NSCRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NSCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Flexible yet prudent.

Director Andrew Daniels

Andrew Daniels

Director

Summary

A flexible approach with prudent risk management gives Nuveen Small-Cap Value Opportunities an edge—at the right price.

by Andrew Daniels
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NSCRX

More NSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Income Clearing Corp Repo

3.14 10M
Cash and Equivalents

Seacoast Banking Corp of Florida

2.70 8M
Financial Services

BGC Group Inc Ordinary Shares Class A

2.59 8M
Financial Services

Flotek Industries Inc

2.58 8M
Energy

Atlantic Union Bankshares Corp

2.55 8M
Financial Services

Genworth Financial Inc

2.45 8M
Financial Services

Valley National Bancorp

2.44 8M
Financial Services

Home BancShares Inc

2.40 7M
Financial Services

10x Genomics Inc Ordinary Shares - Class A

2.27 7M
Healthcare

UMB Financial Corp

2.11 6M
Financial Services

Sponsor Center