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Morningstar

Nuveen Small Cap Value R6 FSCWX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 29.27  /  −0.78 %
  • Total Assets 405.1 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.09%
  • Turnover 31%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FSCWX

Will FSCWX 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 FSCWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSCWX 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 FSCWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nuveen Small Cap Value R6 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSCWX

More FSCWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

2.27 9.6 Mil
Energy

Piper Sandler Cos

1.83 7.7 Mil
Financial Services

Northern Oil & Gas Inc

1.77 7.5 Mil
Energy

nVent Electric PLC

1.73 7.3 Mil
Industrials

Knife River Holding Co

1.68 7.1 Mil
Basic Materials

ChampionX Corp

1.66 7.0 Mil
Energy

Korn Ferry

1.66 7.0 Mil
Industrials

Radian Group Inc

1.65 7.0 Mil
Financial Services

Stifel Financial Corp

1.63 6.9 Mil
Financial Services

Primerica Inc

1.63 6.9 Mil
Financial Services