Nasdaq - Delayed Quote USD

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 48.05%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return -5.77%
5y Average Return 11.22%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FMPFXCategory AverageFMPFXCategory AverageFMPFXCategory Average
Alpha -6.68 -0.02 -5.51 0.01 -4.28 -0.02
BETA 1.14 0.01 1.1 0.01 1.17 0.01
Mean Annual Return 0.61 0.02 0.98 0.02 0.87 0.01
R-squared 74.74 0.78 69.32 0.73 74.03 0.73
Standard Deviation 21.64 0.26 21.4 0.21 20.98 0.19
Sharpe Ratio 0.13 0.01 0.42 0.01 0.4 0.01
Treynor Ratio 0.45 0.15 6.38 0.17 5.61 0.11

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