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Nuveen Small Cap Value Opportunities Fund Class C: (MF: NSCCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$35.79 USD
+0.92 (2.64%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.22 | 21 |
| 3 months | -6.22 | 21 |
| 6 months | -5.15 | 15 |
| 1 Year | 4.12 | 3 |
| 3 Year | 7.17 | 3 |
| 5 Year | 18.14 | 14 |
| 10 Year | 6.29 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -62.11 |
| Bull Market (2/09 - 3/21) | 709.27 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.08 |
| 5 Year | 18.14 |
| 10 Year | 6.30 |
| Since Inception | 6.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.22 | NA | NA | NA |
| 2024 | 7.11 | -1.17 | 11.08 | 1.13 |
| 2023 | 1.78 | 2.23 | -2.13 | 13.41 |
| 2022 | -1.84 | -14.80 | -1.82 | 14.24 |
| 2021 | 19.91 | 4.93 | -4.47 | 4.38 |
| 2020 | -34.48 | 18.09 | 0.74 | 27.62 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.22 | 18.92 | 15.49 | -6.20 | 25.47 | -0.52 | 23.86 | -19.79 | 10.92 | 20.33 | -4.80 |
| % Total Return Rel to Index | -1.95 | -6.09 | -10.74 | 11.99 | -3.21 | -18.92 | -7.62 | -15.39 | -10.87 | 8.39 | -6.19 |
| % Total Return Rel to Peer | 2.28 | 7.00 | -0.58 | 13.31 | 6.15 | -19.51 | -1.57 | -9.01 | -4.67 | 4.38 | -0.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 2.00 | 5.00 | 4.00 | 5.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.03 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.07 | 0.06 | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 12.32 | 0.12 | 2.75 | 5.66 | 0.00 | 2.73 | 5.25 | 2.11 | 1.35 | 0.06 |
| Expense Ratio | 0.00 | 1.95 | 1.95 | 1.94 | 2.11 | 2.10 | 1.99 | 2.01 | 2.05 | 2.13 | 2.17 |
* 1 = Top 20%, 5 = Bottom 20%