Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital. 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, defined as companies that have market capitalizations of less than $3 billion. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. In addition, the fund may invest up to 25% of its assets, collectively, in non-dollar denominated equity securities of non-U.S. issuers and in dollar-denominated equity securities of non-U.S. issuers.


1 month-0.45% 3 years+21.41%
3 months-3.72% 5 years+15.50%
1 year+7.72% Since inception+15.14%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.50%+19.88%
Expense ratio1.30%1.41%
Risk 5 year sharpe ratio0.940.98
Net assets$88.8M$806.8M
Average market cap$2.0B$2.8B
Average P/E23.025.4
Portfolio turnover119%119%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenureRobert McDougall / 10 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


U.S. stock97.27%
Fixed income0.61%
International stock0.00%
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 Plantronics2.20%
TER Teradyne Inc1.97%
SMTC Semtech Corp1.83%
SPNC Spectranetics Corp1.83%
SNCR Synchronoss Technologies Inc1.82%
SWFT Swift Transportation Co1.76%
CATY Cathay General Bancorp1.69%
RFMD RF Micro Devices Inc1.65%
SWI SolarWinds Inc1.64%
THS Treehouse Foods Inc1.62%

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