Morningstar

Nuveen Small-Cap Value Opportunities Fund Class I NSCRX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 60.83  /  +1.13 %
  • Total Assets 306.4M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.56%
  • Turnover 96%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NSCRX

Will NSCRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NSCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Flexible yet prudent.

Director Andrew Daniels

Andrew Daniels

Director

Summary

A flexible approach with prudent risk management gives Nuveen Small-Cap Value Opportunities an edge—at the right price.

by Andrew Daniels
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Portfolio Holdings NSCRX

More NSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Seacoast Banking Corp of Florida

2.82 9M
Financial Services

Genworth Financial Inc

2.66 8M
Financial Services

Atlantic Union Bankshares Corp

2.65 8M
Financial Services

BGC Group Inc Ordinary Shares Class A

2.63 8M
Financial Services

Valley National Bancorp

2.58 8M
Financial Services

Fixed Income Clearing Corp Repo

2.58 8M
Cash and Equivalents

Glacier Bancorp Inc

2.47 8M
Financial Services

Home BancShares Inc

2.46 8M
Financial Services

UMB Financial Corp

2.24 7M
Financial Services

SM Energy Co

2.20 7M
Energy

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