Morningstar

Nuveen Small Cap Value Fund Class R6 FSCWX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 39.67  /  −0.85 %
  • Total Assets 291.8M
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.07%
  • Turnover 21%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FSCWX

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

  • People Pillar

    The People Pillar is our evaluation of the FSCWX 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 FSCWX’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 R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSCWX

More FSCWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EnerSys

2.43 7M
Industrials

Plexus Corp

2.28 7M
Technology

Cleanspark Inc

2.09 6M
Financial Services

UMB Financial Corp

2.01 6M
Financial Services

Banner Corp

1.87 5M
Financial Services

Magnolia Oil & Gas Corp Class A

1.84 5M
Energy

Old Second Bancorp Inc

1.84 5M
Financial Services

Alkermes PLC

1.77 5M
Healthcare

First Merchants Corp

1.77 5M
Financial Services

Commercial Metals Co

1.76 5M
Industrials

Sponsor Center