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Nuveen Small Cap Value I (FSCCX) Fund Ranking and Research

Ranking, Research and Recommendation of Nuveen Small Cap Value I (FSCCX) Fund

    Last Trade: $24.38 on 5/25/2017, Change: -0.06 (-0.25%)

 

Graph of Nuveen Small Cap Value I Fund (FSCCX) ManagerFund Manager - Karen L. Bowie

Fund Manager Information

Fund Manager Tenure: 11.8 years
Similar Funds: FSCAX  FSCVX 
Fund Family: Nuveen
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)
Ms. Bowie entered the financial services industry when she joined FAF in 1984, and she rejoined FAF in 1999. She joined Nuveen Asset Management on January 1, 2011 in connection with the Transaction. Karen served as an institutional portfolio manager and head of the fixed-income group for the Ohio/Kentucky region at PNC Financial from 1989 to 1999. She also worked in equity research and fund management for the firm and has been an adjunct associate professor at the University of Cincinnati, where she taught finance and economics. Karen earned a B.S.B.A. and an M.B.A. from Xavier University and a J.D. from Salmon P. Chase College of Law. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute.  Get more insights on Karen L. Bowie

 

Graph of Nuveen Small Cap Value I Fund (FSCCX) ProfileNuveen Small Cap Value I Fund (FSCCX) Profile

Fund Profile and Description

Nuveen Small Cap Value I Fund seeks capital appreciation. Nuveen Small Cap Value I Fund invests primarily in common stocks of small-capitalization companies, defined as companies that have market capitalizations at the time of purchase within the range of market capitalizations of companies constituting the Russell 2000 Index. It may also invest up to 25% of assets, collectively, in non-dollar denominated and dollar-denominated equity securities of foreign issuers that are either listed on a U.S. stock exchange or represented by depositary receipts that may or may not be sponsored by a domestic bank.

 

Nuveen Small Cap Value I (FSCCX) Fund Strength What we like about Nuveen Small Cap Value I (FSCCX) Fund

Data for Nuveen Small Cap Value I Fund (FSCCX) as of May 30, 2016

  • Nuveen Small Cap Value I Fund (FSCCX) management has been with Nuveen Small Cap Value I Fund for 11.8 years
  • Nuveen Small Cap Value I Fund (FSCCX) has good short-term performance (1-year return 4.23% vs -3.44% Small Value category median performance)
  • Nuveen Small Cap Value I Fund (FSCCX) has good mid-term performance (3-year return 11.17% vs 6.26% Small Value category median performance)
  • Nuveen Small Cap Value I Fund (FSCCX) has good Long-term performance (5-year return 11.18% vs 7.71% Small Value category median performance)
  • Nuveen Small Cap Value I Fund (FSCCX) ratio of up-years vs down years is greater than 2
  • Nuveen Small Cap Value I Fund (FSCCX) has a Morningstar rating of 4 and above
  • Asset base in Nuveen Small Cap Value I Fund (FSCCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Nuveen Small Cap Value I Fund (FSCCX) has an annual stock turnover rate of 49.00% vs Small Value average of 58.14%. It is good that Nuveen Small Cap Value I management does not trade extensively for its return.
  • Nuveen Small Cap Value I Fund (FSCCX) has a lower expense ratio than its Small Value average: 1.14% vs 1.33%
  • Nuveen Small Cap Value I Fund (FSCCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Nuveen Small Cap Value I Fund (FSCCX) Weakness What we are cautious about Nuveen Small Cap Value I (FSCCX) Fund

Data for Nuveen Small Cap Value I Fund (FSCCX) as of May 30, 2016

  • Nuveen Small Cap Value I Fund (FSCCX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.52 that is higher than category average of 14.31
See Nuveen Small Cap Value I Fund (FSCCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nuveen Small Cap Value I Fund (FSCCX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Nuveen Small Cap Value I6.484.2311.1711.18
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Nuveen Small Cap Value I Fund (FSCCX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Nuveen Small Cap Value I Fund (FSCCX) Net Asset TrackingNuveen Small Cap Value I (FSCCX) Fund Net Asset

Track net asset change of Nuveen Small Cap Value I fund (FSCCX)

DateNet Asset
05/2016$337.03M
03/2016$275.11M
02/2016$241.21M
More historic net asset information on Nuveen Small Cap Value I Fund (FSCCX)

  

Graph of Nuveen Small Cap Value I Fund (FSCCX) Portfolio TrackingNuveen Small Cap Value I (FSCCX) Fund Portfolio Allocation

Track portfolio allocation change of Nuveen Small Cap Value I fund (FSCCX)

DateCashStockBondOther
04/20162.73%97.27%0%0%
02/20162.22%97.78%0%0%
01/20163.12%96.88%0%0%
Click here to see more historic asset allocation information on Nuveen Small Cap Value I Fund (FSCCX)

 

graph of Nuveen Small Cap Value I Fund (FSCCX) Top 10 Position TrackingTop 10 Holdings in Nuveen Small Cap Value I (FSCCX) Fund

Discover what Nuveen Small Cap Value I Fund (FSCCX) manager is buying

Apr 29, 2016
EPR Properties Common Stock [1.92%]
Sterling Bancorp [1.82%]
Renasant Corporation [1.81%]
Webster Financial Corporation C [1.8%]
CNO Financial Group, Inc. Commo [1.78%]
El Paso Electric Company Common [1.75%]
Minerals Technologies Inc. Comm [1.73%]
EMCOR Group, Inc. Common Stock [1.72%]
Plantronics, Inc. Common Stock [1.67%]
California Water Service Group [1.66%]

Feb 28, 2016
EPR Properties Common Stock [1.96%]
El Paso Electric Company Common [1.8%]
EMCOR Group, Inc. Common Stock [1.8%]
Sterling Bancorp [1.79%]
Webster Financial Corporation C [1.78%]
Plantronics, Inc. Common Stock [1.77%]
Renasant Corporation [1.75%]
CNO Financial Group, Inc. Commo [1.75%]
PNM Resources, Inc. (Holding Co [1.74%]
Horace Mann Educators Corporati [1.7%]

Jan 30, 2016
California Water Service Group [2.15%]
Sterling Bancorp [1.89%]
EPR Properties Common Stock [1.89%]
Renasant Corporation [1.86%]
Plantronics, Inc. Common Stock [1.85%]
EMCOR Group, Inc. Common Stock [1.85%]
CNO Financial Group, Inc. Commo [1.82%]
PNM Resources, Inc. (Holding Co [1.81%]
Webster Financial Corporation C [1.81%]
Customers Bancorp, Inc Common S [1.79%]
Click here for Stock Holding Change Map in Nuveen Small Cap Value I Fund (FSCCX)

  

Latest News on Nuveen Small Cap Value I (FSCCX) Fund

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Nuveen Small Cap Value I Fund (FSCCX) Related ResourcesSee more information on Nuveen Small Cap Value I (FSCCX) Fund

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