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Nuveen Small Cap Growth Opportunities Cl A: (MF: FRMPX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$23.48 USD
-0.17 (-0.72%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.35 | 11 |
| 3 months | 10.35 | 11 |
| 6 months | 22.20 | 20 |
| 1 Year | 24.37 | 15 |
| 3 Year | -0.49 | 73 |
| 5 Year | 11.56 | 16 |
| 10 Year | 9.53 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 133.11 |
| Bear Market (10/07 - 2/09) | -53.41 |
| Bull Market (2/09 - 3/21) | 760.42 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 17.61 |
| 5 Year | 10.31 |
| 10 Year | 8.92 |
| Since Inception | 12.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.35 | NA | NA | NA |
| 2023 | 5.23 | 5.12 | -3.18 | 10.74 |
| 2022 | -13.83 | -20.27 | -0.43 | 5.81 |
| 2021 | 6.95 | 5.03 | -3.72 | 2.86 |
| 2020 | -20.83 | 34.52 | 8.48 | 27.51 |
| 2019 | 16.46 | 3.74 | -5.24 | 13.19 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.35 | 18.60 | -27.63 | 11.26 | 47.34 | 29.59 | -5.45 | 16.54 | 11.68 | -4.02 | 6.67 |
| % Total Return Rel to Index | -0.20 | -7.64 | -9.42 | -17.42 | 28.93 | -1.89 | -1.06 | -5.25 | -0.25 | -5.41 | -6.96 |
| % Total Return Rel to Peer | 3.84 | 2.52 | -8.11 | -8.05 | 28.34 | 4.16 | 5.31 | 0.94 | -4.27 | 0.70 | 4.00 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 2.00 | 2.00 | 2.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 6.50 | 3.76 | 0.00 | 3.28 | 3.01 | 0.10 | 2.02 | 2.95 |
| Expense Ratio | 0.00 | 1.23 | 1.22 | 1.21 | 1.22 | 1.23 | 1.24 | 1.30 | 1.42 | 1.47 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%