Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

24.66
Net Asset Value
+1.73%
1 Day
-2.68%
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-9.04% 3 years+13.45%
3 months-8.97% 5 years+14.77%
1 year+1.00% Since inception+15.00%
Data through --

Peer Comparisonvs. Small growth

 FIMPXCategory
Performance 5-yr return+14.77%+17.65%
Expense ratio1.32%1.37%
Risk 5 year sharpe ratio0.940.99
Net assets$111.2M$840.8M
Average market cap$1.9B$3.0B
Average P/E24.029.8
Portfolio turnover125%125%

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

Holdings

U.S. stock93.94%
Cash3.46%
International stock2.60%
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
PLT Plantronics Inc1.84%
NXTM NxStage Medical Inc1.76%
BC Brunswick Corp1.61%
EXPR Express Inc1.60%
LOGM LogMeIn Inc1.57%
TXRH Texas Roadhouse Inc1.54%
POOL Pool Corp1.51%
EVR Evercore Partners Inc1.50%
CATY Cathay General Bancorp1.43%
BJRI BJ's Restaurants Inc1.42%

Partner Offers