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Nasdaq - Delayed Quote USD

Nuveen Small Cap Growth Opp R6 (FMPFX)

31.94
-0.62
(-1.90%)
At close: March 28 at 8:00:50 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.71%
5y Average Return 14.43%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Mar 27, 2025) 48.05%
Worst 1Y Total Return (Mar 27, 2025) --
Best 3Y Total Return 48.05%
Worst 3Y Total Return -1.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FMPFX
Category
YTD
-3.91%
12.40%
1-Month
-7.65%
3.37%
3-Month
-9.81%
4.88%
1-Year
4.94%
55.69%
3-Year
4.11%
19.34%
5-Year
11.56%
20.72%
10-Year
9.43%
13.98%
Last Bull Market
22.32%
27.85%
Last Bear Market
-20.20%
-24.06%

Annual Total Return (%) History

Year
FMPFX
Category
2024
17.69%
--
2023
19.08%
--
2022
-27.34%
--
2021
11.70%
--
2020
48.05%
38.62%
2019
30.39%
27.68%
2018
-5.12%
-5.76%
2017
16.95%
21.50%

2016
--
11.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.48% -4.52% 6.78% 4.49%
2023 5.36% 5.20% -3.12% 10.89%
2022 -13.72% -20.20% -0.37% 5.93%
2021 7.05% 5.14% -3.62% 2.97%
2020 -20.75% 34.67% 8.70% 27.61%
2019 16.57% 3.86% -5.14% 13.54%
2018 3.25% 9.03% 8.12% -22.04%
2017 5.25% 2.90% 5.78% 2.09%
2016 12.39% 2.98% -- --

Rank in Category (By Total Return)

YTD 63
1-Month 69
3-Month 38
1-Year 54
3-Year 30
5-Year 19

Load Adjusted Returns

1-Year 4.94%
3-Year 4.11%
5-Year 11.56%
10-Year 9.43%

Performance & Risk

YTD Return -9.71%
5y Average Return 14.43%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Nuveen
Net Assets 234.02M
YTD Return -3.91%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 1995

Fund Summary

Under normal circumstances, 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 small-capitalization growth 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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