Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

29.05
Net Asset Value
+0.45%
1 Day
+11.30%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.17%
Expense Ratio
High
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+2.74% 3 years+9.57%
3 months+8.48% 5 years+12.40%
1 year+24.77% Since inception+14.18%
Data through --

Peer Comparisonvs. Small growth

 FIMPXCategory
Performance 5-yr return+12.40%+11.88%
Expense ratio1.17%1.27%
Risk 5 year sharpe ratio0.870.89
Net assets$101.6M$1.1B
Average market cap$2.8B$3.5B
Average P/E22.525.8
Portfolio turnover95%95%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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

Holdings

U.S. stock96.56%
Cash2.22%
International stock1.22%
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
CATY Cathay General Bancorp1.94%
EVR Evercore Inc1.77%
MSA MSA Safety Inc1.74%
AZPN Aspen Technology Inc1.63%
TILE Interface Inc1.62%
MPWR Monolithic Power Systems Inc1.62%
MKSI MKS Instruments Inc1.62%
PLT Plantronics Inc1.60%
MMSI Merit Medical Systems Inc1.58%
PFPT Proofpoint Inc1.58%