The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nuveen Small Cap Value A to a Morningstar Quantitative Rating of Neutral. 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.
- NAV / 1-Day Return 27.36 / 1.01 %
- Total Assets 820.8 Mil
Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 0.90%
- Turnover 31%
Morningstar’s Analysis FSCAX
Will FSCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.