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Morningstar

Nuveen Small Cap Value C FSCVX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 26.32  /  +1.35 %
  • Total Assets 439.5 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.09%
  • Turnover 31%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FSCVX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nuveen Small Cap Value C to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSCVX

More FSCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Piper Sandler Cos

2.18 9.0 Mil
Financial Services

Permian Resources Corp Class A

1.98 8.1 Mil
Energy

Stifel Financial Corp

1.81 7.4 Mil
Financial Services

Korn Ferry

1.74 7.1 Mil
Industrials

Northern Oil & Gas Inc

1.71 7.0 Mil
Energy

Banner Corp

1.67 6.8 Mil
Financial Services

Magnolia Oil & Gas Corp Class A

1.63 6.7 Mil
Energy

Stewart Information Services Corp

1.62 6.6 Mil
Financial Services

Q2 Holdings Inc

1.61 6.6 Mil
Technology

Diamond Offshore Drilling Inc

1.59 6.5 Mil
Energy