Nasdaq - Delayed Quote • USD
Nuveen Small Cap Growth Opportunities Fund Class R3 (FMPYX)
At close: February 3 at 8:00 PM EST
Fund Summary
The investment seeks growth of capital. Under normal market conditions, the fund invests at least 80% 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 49.13% |
| Worst 1Y Total Return | -40.53% |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 13.44% |
| 5y Average Return | 7.76% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FMPYX | Category Average | FMPYX | Category Average | FMPYX | Category Average | |
| Alpha | 2.49 | -0.02 | 2.09 | 0.01 | -2.65 | -0.02 |
| BETA | 1.2 | 0.01 | 1.18 | 0.01 | 1.22 | 0.01 |
| Mean Annual Return | 2.08 | 0.02 | 1.85 | 0.02 | 1.21 | 0.01 |
| R-squared | 79.93 | 0.78 | 74.86 | 0.73 | 73.85 | 0.73 |
| Standard Deviation | 24.83 | 0.26 | 20.42 | 0.21 | 19.31 | 0.19 |
| Sharpe Ratio | 0.95 | 0.01 | 1.03 | 0.01 | 0.72 | 0.01 |
| Treynor Ratio | 19.08 | 0.15 | 17.82 | 0.17 | 10.56 | 0.11 |
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