Skip to Content

Nuveen Small Cap Growth Opp I FIMPX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 33.04  /  +1.63 %
  • Total Assets 222.3 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 65%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:08 AM GMT+0

Morningstar’s Analysis FIMPX

Will FIMPX outperform in future?

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

Nuveen Small Cap Growth Opp I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FIMPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.15 7.0 Mil
Technology

Onto Innovation Inc

2.17 4.8 Mil
Technology

e.l.f. Beauty Inc

2.04 4.6 Mil
Consumer Defensive

Permian Resources Corp Class A

1.99 4.4 Mil
Energy

Evercore Inc Class A

1.95 4.3 Mil
Financial Services

HealthEquity Inc

1.81 4.0 Mil
Healthcare

AAON Inc

1.80 4.0 Mil
Industrials

SPX Technologies Inc

1.79 4.0 Mil
Industrials

Atkore Inc

1.73 3.9 Mil
Industrials

EastGroup Properties Inc

1.73 3.8 Mil
Real Estate