Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

26.73
Net Asset Value
-0.52%
1 Day
+5.49%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.32%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000 Index on the last business day of the month in which its most recent reconstitution was completed.

Performance

1 month-1.73% 3 years+19.61%
3 months+2.30% 5 years+15.98%
1 year+16.97% Since inception+15.00%
Data through --

Peer Comparisonvs. Small growth

 FIMPXCategory
Performance 5-yr return+15.98%+15.12%
Expense ratio1.32%1.38%
Risk 5 year sharpe ratio0.750.82
Net assets$103.9M$812.0M
Average market cap$2.1B$2.9B
Average P/E25.328.3
Portfolio turnover125%125%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenureRobert McDougall / 11 Years
Minimal initial investment$100,000.00
Minimum IRA investment--

Holdings

U.S. stock96.87%
Cash1.94%
International stock1.19%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 19.11%
Industrial materials 17.18%
Hardware 16.21%
Consumer service 12.79%
Consumer goods 6.55%
Top 10 Holdings
Portfolio weighting
PLT Plantronics Inc1.81%
ABMD Abiomed Inc1.79%
TMH TeamHealth Holdings Inc1.76%
FANG Diamondback Energy Inc1.73%
CPLA Capella Education Co1.68%
EXPR Express, Inc.1.66%
GMED Globus Medical Inc1.66%
CVLT CommVault Systems Inc1.65%
CATY Cathay General Bancorp1.62%
POL PolyOne Corp1.62%

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