Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

25.88
Net Asset Value
-0.08%
1 Day
+2.13%
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. 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. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers.

Performance

1 month+3.27% 3 years+15.14%
3 months+5.22% 5 years+15.45%
1 year+5.07% Since inception+15.19%
Data through --

Peer Comparisonvs. Small growth

 FIMPXCategory
Performance 5-yr return+15.45%+15.53%
Expense ratio1.32%1.40%
Risk 5 year sharpe ratio0.910.95
Net assets$106.8M$805.4M
Average market cap$2.0B$2.7B
Average P/E22.726.0
Portfolio turnover125%125%

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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--

Holdings

U.S. stock96.76%
Cash3.24%
International stock0.00%
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
PCRX Pacira Pharmaceuticals Inc2.03%
UNFI United Natural Foods Inc1.86%
FANG Diamondback Energy Inc1.79%
SNCR Synchronoss Technologies Inc1.74%
BC Brunswick Corp1.74%
ELGX Endologix Inc1.73%
POOL Pool Corp1.73%
GNRC Generac Holdings Inc1.71%
MSCC Microsemi Corp1.67%
CPLA Capella Education Co1.61%

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