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Morningstar

Nuveen Small Cap Growth Opp I FIMPX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 33.82  /  +1.78 %
  • Total Assets 230.3 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FIMPX

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

  • People Pillar

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

A sound investment process and strong management team underpin Nuveen Small Cap Growth Opp I's 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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIMPX

More FIMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Evercore Inc Class A

2.05 4.6 Mil
Financial Services

Envestnet Inc

1.94 4.3 Mil
Technology

Q2 Holdings Inc

1.87 4.2 Mil
Technology

AeroVironment Inc

1.85 4.1 Mil
Industrials

Addus HomeCare Corp

1.80 4.0 Mil
Healthcare

Onto Innovation Inc

1.76 3.9 Mil
Technology

SPX Technologies Inc

1.75 3.9 Mil
Industrials

Lantheus Holdings Inc

1.75 3.9 Mil
Healthcare

EastGroup Properties Inc

1.71 3.8 Mil
Real Estate

Silicon Laboratories Inc

1.71 3.8 Mil
Technology