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Nuveen Small Cap Growth Opp I FIMPX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 32.51  /  +0.65 %
  • Total Assets 221.5 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • 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 01, 2024 | 1-Day Return as of Mar 01, 2024, 1:23 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-lowest fee quintile among peers.

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Portfolio Holdings FIMPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Onto Innovation Inc

2.26 4.7 Mil
Technology

Super Micro Computer Inc

2.07 4.3 Mil
Technology

Evercore Inc Class A

1.92 4.0 Mil
Financial Services

EastGroup Properties Inc

1.88 3.9 Mil
Real Estate

Permian Resources Corp Class A

1.85 3.8 Mil
Energy

e.l.f. Beauty Inc

1.85 3.8 Mil
Consumer Defensive

Alphatec Holdings Inc

1.82 3.8 Mil
Healthcare

HealthEquity Inc

1.78 3.7 Mil
Healthcare

BellRing Brands Inc Class A

1.78 3.7 Mil
Consumer Defensive

Matador Resources Co

1.75 3.6 Mil
Energy