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Nuveen Small Cap Growth Opp A FRMPX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 23.79  /  −0.21 %
  • Total Assets 218.7 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield
  • Turnover 65%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 AM GMT+0

Morningstar’s Analysis FRMPX

Will FRMPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Nuveen Small Cap Growth Opp A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings FRMPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.55 7.7 Mil
Technology

Onto Innovation Inc

2.13 4.6 Mil
Technology

Permian Resources Corp Class A

2.02 4.4 Mil
Energy

Envestnet Inc

1.98 4.3 Mil
Technology

Q2 Holdings Inc

1.89 4.1 Mil
Technology

Atkore Inc

1.89 4.1 Mil
Industrials

Evercore Inc Class A

1.84 4.0 Mil
Financial Services

HealthEquity Inc

1.83 4.0 Mil
Healthcare

AAON Inc

1.82 3.9 Mil
Industrials

SPX Technologies Inc

1.74 3.8 Mil
Industrials