Back to top
more

Nuveen Invt Fds Inc Small Cap Growth Opportunities Fd Cl A: (MF: FRMPX)

(NASDAQ Mutual Funds) As of Sep 20, 2019 08:00 PM ET

 Add to portfolio

$21.06 USD

+0.07 (0.33%)

Zacks MF Rank 4-Sell       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2019

Total Return %* Percentile Rank Objective
YTD 17.43 28
3 months 5.49 17
6 months -0.86 35
1 Year -10.09 45
3 Year 10.58 27
5 Year 7.90 29
10 Year 12.35 34

* Annual for three years and beyond.

Zacks Premium Research for FRMPX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Sell 4
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 10.87
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 8/31/2019 34.42
%Turnover 8/31/2019 104.00

Risk

3 Year 5 Year 10 Year
Beta 1.29 1.27 1.27
Alpha -4.22 -3.59 -3.49
R Squared 0.76 0.72 0.74
Std. Dev. 18.10 17.89 18.54
Sharpe 0.59 0.48 2.00

Sector / Country Weightings

As of 8/31/2019 % of Portfolio
Industrial Cyclical 20.70
Technology 20.03
Other 10.45
Finance 9.65
Health 8.98
Services 8.71
Retail Trade 7.98
Non-Durable 7.73
Consumer Durables 3.67
Energy 2.10

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2019)
% of Portfolio Value (Mil$)
NA 8.49 14.67
NA 4.64 8.02
SPDR S&P BIOTECH SECTOR F 2.44 4.22
INGEVITY CORPORATION 1.79 3.10
TREX CO 1.71 2.96
MASTEC INC 1.68 2.90
CSW INDUSTRIALS INC 1.65 2.85
LUMENTUM HOLDINGS INC 1.64 2.84
ETSY INC 1.61 2.79

Stock Holding % of Net Assets

As Of 4/30/2019
Total Issues 89
Avg. P/E 29.76
Avg. P/Book 3.55
Avg. EPS Growth 12.9
Avg. Market Value (Mil $) 3,429

Allocation

% of Portfolio
Large Growth 11.89
Large Value 0.00
Small Growth 62.92
Small Value 21.04
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00