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Morningstar

Nuveen Small-Cap Value Opps A NSCAX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 48.57  /  0.54 %
  • Total Assets 195.2 Mil
  • 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 3,000
  • Status Open
  • TTM Yield —
  • Turnover 71%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:15 PM GMT+0

Morningstar’s Analysis NSCAX

Will NSCAX 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 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.

Settling in.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Nuveen Small-Cap Value Opportunities’ new comanagers are proving they can execute their predecessor’s cautious approach, warranting an upgraded Process rating to Above Average. The Morningstar Medalist Rating for the separately managed account and two mutual fund share classes rise to Bronze; the remaining share classes stay at Neutral.

by Tony Thorn
Rated on Published on

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Portfolio Holdings NSCAX

More NSCAX Holdings
  • Current Portfolio Date
  • Equity Holdings 59
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

3.41
6,067,239
Energy

BGC Group Inc Ordinary Shares Class A

2.87
5,115,711
Financial Services

Fixed Income Clearing Corp Repo

2.75
4,899,880
Cash and Equivalents

nVent Electric PLC

2.59
4,608,303
Industrials

Teradata Corp

2.57
4,575,184
Technology

Flowserve Corp

2.54
4,515,018
Industrials

ADMA Biologics Inc

2.46
4,385,736
Healthcare

Magnolia Oil & Gas Corp Class A

2.38
4,242,601
Energy

Crane Co

2.38
4,239,597
Industrials

Stag Industrial Inc

2.30
4,098,684
Real Estate