Nasdaq - Delayed Quote USD

Nuveen Small Cap Growth Opportunities Fund (FRMPX)

23.32 +0.19 (+0.82%)
At close: 8:06 AM EDT

Fund Summary

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 49.37%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 7

Performance & Risk

YTD Return 1.88%
5y Average Return 9.58%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FRMPXCategory AverageFRMPXCategory AverageFRMPXCategory Average
Alpha -11.42 -0.02 -3.57 0.01 -4 -0.02
BETA 1.08 0.01 1.1 0.01 1.15 0.01
Mean Annual Return 0.15 0.02 1.13 0.02 0.94 0.01
R-squared 76.36 0.78 76.92 0.73 73.1 0.73
Standard Deviation 21.89 0.26 23.09 0.21 20.44 0.19
Sharpe Ratio -0.05 0.01 0.5 0.01 0.48 0.01
Treynor Ratio -3.19 0.15 8.52 0.17 6.98 0.11

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