Nuveen Small Cap Fund Quote
| FMPFX Fund | USD 37.52 0.29 0.77% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Nuveen Small is trading at 37.52 as of the 1st of February 2025; that is 0.77% down since the beginning of the trading day. The fund's open price was 37.81. Nuveen Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent 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.. More on Nuveen Small Cap
Moving together with Nuveen Mutual Fund
Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Funds, Small Growth Funds, Small Growth, Nuveen, Large, Small Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Nuveen Small Cap [FMPFX] is traded in USA and was established 1st of February 2025. Nuveen Small is listed under Nuveen category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Nuveen family. This fund currently has accumulated 128.25 M in assets under management (AUM) with no minimum investment requirementsNuveen Small Cap is currently producing year-to-date (YTD) return of 5.27%, while the total return for the last 3 years was 6.81%.
Check Nuveen Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen Small Cap Mutual Fund Constituents
| SMTC | Semtech | Stock | Information Technology | |
| RH | RH | Stock | Consumer Discretionary | |
| KMT | Kennametal | Stock | Industrials | |
| CCOI | Cogent Communications Group | Stock | Communication Services | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| RAMP | Liveramp Holdings | Stock | Information Technology | |
| EHTH | eHealth | Stock | Financials | |
| ADUS | Addus HomeCare | Stock | Health Care |
Nuveen Small Cap Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.27 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.92 |
Nuveen Small Against Markets
Other Information on Investing in Nuveen Mutual Fund
Nuveen Small financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Small security.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |