The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nuveen Small Cap Value C to a Morningstar Quantitative Rating of Negative. 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.
- NAV / 1-Day Return 22.80 / 1.30 %
- Total Assets 821.4 Mil
Adj. Expense Ratio
- Expense Ratio 1.950%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 0.16%
- Turnover 31%
Morningstar’s Analysis FSCVX
Will FSCVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.