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Nasdaq - Delayed Quote USD

Nuveen Small Cap Growth Opportunities Fund (FMPCX)

12.16
-0.26
(-2.09%)
At close: February 3 at 8:00:18 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -22.20%
5y Average Return 11.07%
Number of Years Up 14
Number of Years Down 6
Best 1Y Total Return (Aug 19, 2022) 48.25%
Worst 1Y Total Return (Aug 19, 2022) --
Best 3Y Total Return 48.25%
Worst 3Y Total Return -3.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FMPCX
Category
YTD
-22.20%
12.40%
1-Month
9.75%
3.37%
3-Month
9.55%
4.88%
1-Year
-18.55%
55.69%
3-Year
11.34%
19.34%
5-Year
11.07%
20.72%
10-Year
10.66%
13.98%
Last Bull Market
37.68%
27.85%
Last Bear Market
-20.39%
-24.06%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 73
1-Month 85
3-Month 83
1-Year 69
3-Year 40
5-Year 58

Load Adjusted Returns

1-Year -26.39%
3-Year 8.23%
5-Year 9.31%
10-Year 10.80%

Performance & Risk

YTD Return -22.20%
5y Average Return 11.07%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Nuveen
Net Assets 177.41M
YTD Return -22.20%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 1995

Fund Summary

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.

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