The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nuveen Small Cap Value I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 27.81 / 0.07 %
- Total Assets 812.3 Mil
Adj. Expense Ratio
- Expense Ratio 0.950%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.24%
- Turnover 31%
Morningstar’s Analysis FSCCX
Will FSCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.