Nuveen Small Cap Fund Manager Performance Evaluation
| FSCAX Fund | USD 33.83 0.11 0.32% |
The fund secures a Beta (Market Risk) of 0.32, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nuveen Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nuveen Small is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Nuveen Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Nuveen Small may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.2000 |
Nuveen |
Nuveen Small Relative Risk vs. Return Landscape
If you would invest 3,112 in Nuveen Small Cap on October 30, 2025 and sell it today you would earn a total of 282.00 from holding Nuveen Small Cap or generate 9.06% return on investment over 90 days. Nuveen Small Cap is currently producing 0.15% returns and takes up 1.0425% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Nuveen, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nuveen Small Current Valuation
Fairly Valued
Today
Please note that Nuveen Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Nuveen Small Cap secures a last-minute Real Value of $33.38 per share. The latest price of the fund is $33.83. We determine the value of Nuveen Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nuveen Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nuveen Mutual Fund. However, Nuveen Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 33.83 | Real 33.38 | Hype 32.51 | Naive 34.51 |
The intrinsic value of Nuveen Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Nuveen Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Nuveen Small Cap helps investors to forecast how Nuveen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Nuveen Small more accurately as focusing exclusively on Nuveen Small's fundamentals will not take into account other important factors: Nuveen Small Target Price Odds to finish over Current Price
The tendency of Nuveen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 33.83 | 90 days | 33.83 | about 9.57 |
Based on a normal probability distribution, the odds of Nuveen Small to move above the current price in 90 days from now is about 9.57 (This Nuveen Small Cap probability density function shows the probability of Nuveen Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Nuveen Small has a beta of 0.32. This usually indicates as returns on the market go up, Nuveen Small average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Nuveen Small Cap will be expected to be much smaller as well. Additionally Nuveen Small Cap has an alpha of 0.0468, implying that it can generate a 0.0468 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Nuveen Small Price Density |
| Price |
Predictive Modules for Nuveen Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Nuveen Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Nuveen Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Nuveen Small is not an exception. The market had few large corrections towards the Nuveen Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Nuveen Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Nuveen Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.32 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | -0 |
Nuveen Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Nuveen Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Nuveen Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.14% of its assets under management (AUM) in equities |
Nuveen Small Fundamentals Growth
Nuveen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nuveen Small, and Nuveen Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nuveen Mutual Fund performance.
| Price To Earning | 16.41 X | ||||
| Price To Book | 1.60 X | ||||
| Price To Sales | 1.02 X | ||||
| Total Asset | 92.31 M | ||||
About Nuveen Small Performance
Evaluating Nuveen Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nuveen Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Nuveen Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of small-capitalization value 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.Things to note about Nuveen Small Cap performance evaluation
Checking the ongoing alerts about Nuveen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nuveen Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.14% of its assets under management (AUM) in equities |
- Analyzing Nuveen Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nuveen Small's stock is overvalued or undervalued compared to its peers.
- Examining Nuveen Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Nuveen Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nuveen Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nuveen Small's mutual fund. These opinions can provide insight into Nuveen Small's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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