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Morningstar

Nuveen Small Cap Growth Opp I FIMPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 27.16  /  0.15 %
  • Total Assets 174.3 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

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.

Summary

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Nuveen Small Cap Growth Opp I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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