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Morningstar

Nuveen Small Cap Growth Opp A FRMPX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 19.67  /  0.00
  • Total Assets 191.4 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of May 30, 2023 | 1-Day Return as of May 30, 2023, 4:07 PM GMT+0

Morningstar’s Analysis FRMPX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Nuveen Small Cap Growth Opp A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FRMPX

More FRMPX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 78
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

2.11
4,145,264
Industrials

Lantheus Holdings Inc

2.09
4,103,736
Healthcare

Matador Resources Co

2.02
3,976,921
Energy

Inspire Medical Systems Inc

2.02
3,959,853
Healthcare

Silicon Laboratories Inc

1.93
3,786,453
Technology

BellRing Brands Inc Class A

1.91
3,761,927
Consumer Defensive

Evolent Health Inc Class A

1.88
3,689,462
Healthcare

EastGroup Properties Inc

1.86
3,649,829
Real Estate

Tetra Tech Inc

1.79
3,527,190
Industrials

Fixed Income Clearing Corp Repo

1.77
3,468,644
Cash and Equivalents