Skip to Content
Morningstar

Nuveen Small Cap Growth Opp A FRMPX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 25.62  /  +1.79 %
  • Total Assets 230.3 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FRMPX

More FRMPX 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