Nuveen Small-Cap Value Opportunities Fund Class R6

Frequently Asked Questions About NSCFX

What does NSCFX invest in?

This fund's primary objective is to achieve substantial growth in capital over an extended period. It commits at least 80% of its total assets, including any borrowed funds, to acquire shares of small-capitalization companies. These companies are identified by their market values at the time of acquisition, which are comparable to those found within the Russell 2000® Value Index or the Standard & Poor's SmallCap 600 Index. While primarily focused on U.S. stock markets, the fund also has the discretion to allocate up to 35% of its net assets to international equities, with a subset of that, up to 10%, potentially invested in companies situated in developing nations.

What is the expense ratio of NSCFX?

Nuveen Small-Cap Value Opportunities Fund Class R6 (NSCFX) charges an expense ratio of 0.81%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NSCFX?

Nuveen Small-Cap Value Opportunities Fund Class R6 (NSCFX) manages $318.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is NSCFX actively managed or an index fund?

NSCFX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (NSCFX's is 0.81%) because there's no security selection cost.

When was NSCFX launched?

Nuveen Small-Cap Value Opportunities Fund Class R6 (NSCFX) launched in February 2013 and is managed by Nuveen.

How has NSCFX performed?

NSCFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.