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Morningstar

Nuveen Small Cap Value A FSCAX

Morningstar Analyst Rating
Quantitative rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 27.36  /  1.01 %
  • Total Assets 820.8 Mil
  • Adj. Expense Ratio
    1.200%
  • 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%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis FSCAX

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

People Pillar

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

Summary

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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.

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