Morningstar

Nuveen Small Cap Value Fund Class C FSCVX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $29.42  /  +0.03 %
  • Fund Size $265.4M
  • Adjusted Expense Ratio 1.950%
  • Net Expense Ratio 1.950%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 0.12%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis FSCVX

Will FSCVX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Small Cap Value C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSCVX

More FSCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UMB Financial Corp

2.19 6M
Financial Services

Old Second Bancorp Inc

2.19 6M
Financial Services

Banner Corp

2.05 6M
Financial Services

First Merchants Corp

1.84 5M
Financial Services

Magnolia Oil & Gas Corp Class A

1.83 5M
Energy

Cactus Inc Class A

1.82 5M
Energy

Preferred Bank

1.76 5M
Financial Services

Cathay General Bancorp

1.70 5M
Financial Services

Matador Resources Co

1.70 5M
Energy

CNX Resources Corp

1.65 5M
Energy

Sponsor Center