Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.57
+0.72 (2.50%)
Apr 23, 2025, 8:09 AM EDT
-3.87%
Fund Assets 215.87M
Expense Ratio 0.95%
Min. Investment $100,000
Turnover n/a
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 28.85
YTD Return -16.61%
1-Year Return -3.87%
5-Year Return 44.75%
52-Week Low 27.53
52-Week High 38.23
Beta (5Y) 1.15
Holdings 84
Inception Date Jul 31, 1995

About FIMPX

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.

Fund Family Nuveen Fds
Category Small Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FIMPX
Share Class Class I
Index Russell 2000 Growth TR

Performance

FIMPX had a total return of -3.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.94%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FMPFX Class R6 0.81%
FRMPX Class A 1.20%

Top 10 Holdings

19.42% of assets
Name Symbol Weight
Sprouts Farmers Market, Inc. SFM 2.23%
FirstCash Holdings, Inc. FCFS 2.17%
ExlService Holdings, Inc. EXLS 2.14%
HealthEquity, Inc. HQY 2.10%
Applied Industrial Technologies, Inc. AIT 2.10%
Evercore Inc. EVR 1.84%
Casella Waste Systems, Inc. CWST 1.78%
ESCO Technologies Inc. ESE 1.70%
SPX Technologies, Inc. SPXC 1.70%
The Ensign Group, Inc. ENSG 1.66%
View More Holdings