Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

26.17
Net Asset Value
+0.65%
1 Day
-1.65%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.30%
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.

Performance

1 month-5.56% 3 years+11.86%
3 months-4.70% 5 years+22.41%
1 year+30.68% Since inception+15.55%
Data through --

Peer Comparisonvs. Small growth

 FIMPXCategory
Performance 5-yr return+22.41%+24.46%
Expense ratio1.30%1.44%
Risk 5 year sharpe ratio1.271.28
Net assets$94.0M$872.8M
Average market cap$2.1B$2.8B
Average P/E23.728.0
Portfolio turnover119%119%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenureRobert McDougall / 9 Years
Minimal initial investment$100,000.00
Minimum IRA investment--

Holdings

U.S. stock96.76%
Cash2.64%
International stock0.60%
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
TER Teradyne Inc1.90%
CATY Cathay General Bancorp1.89%
EWBC East West Bancorp Inc1.87%
MTZ MasTec, Inc.1.83%
AIMC Altra Industrial Motion Corp1.73%
SWFT Swift Transportation Co1.66%
DFRG Del Frisco's Restaurant Group Inc1.66%
TEN Tenneco Inc1.66%
NXTM NxStage Medical, Inc.1.60%
BC Brunswick Corporation1.58%

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