Nuveen NWQ Small-Cap Value Fund Class R6 (NSCFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in either the Russell 2000- Value Index or the Standard & Poor's SmallCap 600 Index. It invests primarily in U.S. equity securities- but it may invest up to 35% of its net assets in non-U.S. equity securities- including up to 10% of its net assets in equity securities of companies located in emerging market countries.


1 month+1.21% 3 years+10.80%
3 months+7.78% 5 years+13.50%
1 year+21.80% Since inception+13.70%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+13.50%+10.29%
Expense ratio0.86%1.18%
Risk 5 year sharpe ratio0.860.81
Net assets$769.2M$1.1B
Average market cap$2.2B$3.1B
Average P/E20.421.0
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familyNuveen
Fund manager & tenurePhyllis Thomas / 13 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock90.07%
International stock4.26%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CRZO Carrizo Oil & Gas Inc4.48%
PDCE PDC Energy Inc4.23%
WAL Western Alliance Bancorp3.80%
MLNX Mellanox Technologies Ltd3.65%
NTB Bank of N.T. Butterfield & Son Ltd3.47%
SRCI SRC Energy Inc3.03%
AHL Aspen Insurance Holdings Ltd3.00%
-- 2.88%
TPH TRI Pointe Group Inc2.83%
HOFT Hooker Furniture Corp2.74%