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Morningstar

Nuveen Small-Cap Value Opps I NSCRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 45.81  /  0.20 %
  • Total Assets 178.1 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.15%
  • Turnover 71%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 10:17 PM GMT+0

Morningstar’s Analysis NSCRX

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

People Pillar

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

Settling in.

Analyst Anthony Thorn

Anthony 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 Anthony Thorn
Rated on Published on

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Portfolio Holdings NSCRX

More NSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

3.40
6,492,554
Energy

nVent Electric PLC

2.84
5,413,535
Industrials

Fixed Income Clearing Corp Repo

2.63
5,028,861
Cash and Equivalents

ADMA Biologics Inc

2.62
4,995,587
Healthcare

Teradata Corp

2.60
4,955,378
Technology

Flowserve Corp

2.55
4,865,448
Industrials

Stag Industrial Inc

2.36
4,507,071
Real Estate

Materion Corp

2.29
4,369,333
Basic Materials

EnerSys

2.27
4,336,619
Industrials

Magnolia Oil & Gas Corp Class A

2.26
4,308,744
Energy