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Nuveen Small Cap Growth Opp R6 (FMPFX)

34.18
+0.20
+(0.59%)
At close: 8:05:52 AM EDT

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.

Nuveen Small Cap Growth Opp R6

CHICAGO IL 60606
333 WEST WACKER DR.
312-917-8146

Fund Overview

Category Small Growth
Fund Family Nuveen
Net Assets 212.5M
YTD Return -11.87%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 1995

Fund Operations

Last Dividend 0.16
Last Cap Gain 17.00
Holdings Turnover 67.00%
Average for Category --

Fees & Expenses

Expense FMPFX Category Average
Annual Report Expense Ratio (net) 0.81% 1.21%
Prospectus Net Expense Ratio 0.81% --
Prospectus Gross Expense Ratio 0.96% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Gregory J. Ryan, Lead Manager since March 21, 2023
Greg is Co-head of Global Small Cap Portfolio Management and a portfolio manager of Nuveen’s Small Cap Select and Mid Cap Growth Opportunities strategies and related institutional portfolios. In addition, he is a senior research analyst for the Small Cap Growth Opportunities team, specializing in technology and communication services. Prior to joining the firm in 2007, he was a small-cap equity analyst for industrials, financials, and healthcare for Gabelli Woodland Partners. Greg has also worked as a financial analyst manager with U.S. Bank and as a securities specialist and financial analyst with Fiduciary Counseling. Greg began working in the investment industry in 1998. Greg graduated with a B.S. in Finance from Winona State University and an M.B.A. in Finance from the University of St. Thomas. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of Minnesota.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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