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Morningstar

Nuveen Small-Cap Value Opps I NSCRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 52.77  /  +0.08 %
  • Total Assets 195.4 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.58%
  • Turnover 71%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis NSCRX

Will NSCRX outperform in 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.

Settling in.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Nuveen Small-Cap Value Opportunities’ new comanagers are proving they can execute their predecessor’s cautious approach, warranting an upgraded Process rating to Above Average. The Morningstar Medalist Rating for the separately managed account and two mutual fund share classes rise to Bronze; the remaining share classes stay at Neutral.

by Tony Thorn
Rated on Published on

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Portfolio Holdings NSCRX

More NSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ADMA Biologics Inc

3.51 6.8 Mil
Healthcare

BGC Group Inc Ordinary Shares Class A

3.06 5.9 Mil
Financial Services

Permian Resources Corp Class A

2.85 5.5 Mil
Energy

Materion Corp

2.72 5.3 Mil
Basic Materials

Flowserve Corp

2.63 5.1 Mil
Industrials

SouthState Corp

2.51 4.9 Mil
Financial Services

Stag Industrial Inc

2.31 4.5 Mil
Real Estate

Western Alliance Bancorp

2.30 4.5 Mil
Financial Services

AssetMark Financial Holdings Inc

2.30 4.5 Mil
Financial Services

nVent Electric PLC

2.28 4.4 Mil
Industrials