Morningstar

Nuveen Small-Cap Value Opportunities Fund Class A NSCAX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 57.81  /  −0.40 %
  • Total Assets 310.2M
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.35%
  • Turnover 96%

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

Morningstar’s Analysis NSCAX

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

  • People Pillar

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

Flexible yet prudent.

Director Andrew Daniels

Andrew Daniels

Director

Summary

A flexible approach with prudent risk management gives Nuveen Small-Cap Value Opportunities an edge—at the right price.

by Andrew Daniels
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Portfolio Holdings NSCAX

More NSCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Viasat Inc

4.21 13M
Technology

MaxLinear Inc

3.63 11M
Technology

Fixed Income Clearing Corp Repo

3.26 10M
Cash and Equivalents

Valley National Bancorp

2.64 8M
Financial Services

Adeia Inc

2.38 7M
Technology

Atlantic Union Bankshares Corp

2.36 7M
Financial Services

Glacier Bancorp Inc

2.36 7M
Financial Services

BGC Group Inc Ordinary Shares Class A

2.22 7M
Financial Services

Seacoast Banking Corp of Florida

2.16 7M
Financial Services

Americold Realty Trust Inc

2.15 7M
Real Estate

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