Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

25.57
Net Asset Value
-1.16%
1 Day
-3.91%
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-5.38% 3 years+12.43%
3 months+0.23% 5 years+17.37%
1 year+12.36% Since inception+15.37%
Data through --

Peer Comparisonvs. Small growth

 FIMPXCategory
Performance 5-yr return+17.37%+19.88%
Expense ratio1.30%1.42%
Risk 5 year sharpe ratio1.071.10
Net assets$91.2M$832.2M
Average market cap$2.0B$2.8B
Average P/E23.726.9
Portfolio turnover119%119%

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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. stock97.13%
Cash2.77%
Fixed income0.10%
International stock0.00%
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 Plantronics2.10%
SWFT Swift Transportation Co1.93%
AIMC Altra Industrial Motion Corp1.83%
TER Teradyne Inc1.77%
FUL H.B. Fuller Company1.55%
FNSR Finisar Corp1.52%
SF Stifel Financial Corp1.52%
CPHD Cepheid1.51%
MTZ MasTec Inc1.50%
ELGX Endologix Inc1.49%

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