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
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.


1 month+4.45% 3 years+8.23%
3 months+5.73% 5 years+12.24%
1 year+17.78% Since inception+14.20%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.24%+13.96%
Expense ratio1.17%1.28%
Risk 5 year sharpe ratio0.860.92
Net assets$99.1M$1.1B
Average market cap$2.7B$3.4B
Average P/E26.528.6
Portfolio turnover95%95%

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Fund Management and Purchase Info

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


U.S. stock97.84%
International stock1.08%
Fixed income0.00%
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 Bancorp2.05%
MKSI MKS Instruments Inc1.96%
NGVT Ingevity Corp1.89%
EVR Evercore Inc1.67%
MSA MSA Safety Inc1.66%
MPWR Monolithic Power Systems Inc1.66%
KNX Knight-Swift Transportation Holdings Inc1.61%
EPAM EPAM Systems Inc1.58%
PLT Plantronics Inc1.57%
KTOS Kratos Defense and Security Solutions Inc1.53%