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Nuveen Small Cap Value Opportunities Fund Class I: (MF: NSCRX)

(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET

$50.69 USD

-0.32 (-0.63%)

Zacks MF Rank

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD -2.47 53
3 months 3.73 80
6 months -2.47 53
1 Year 10.13 17
3 Year 15.50 6
5 Year 16.22 7
10 Year 7.92 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -61.60
Bull Market (2/09 - 3/21) 810.27

Load Adjusted Returns as of Jun 30, 2025

1 Year 10.13
5 Year 16.21
10 Year 7.92
Since Inception 7.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.98 3.73 NA NA
2024 7.36 -0.93 11.36 1.39
2023 2.03 2.48 -1.88 13.71
2022 -1.59 -14.59 -1.57 14.53
2021 20.23 5.19 -4.25 4.65
2020 -34.29 18.35 1.02 27.89

Annual Return

20252024202320222021202020192018201720162015
% Total Return -2.4720.1116.67-5.2626.730.4725.10-18.9912.0221.59-3.86
% Total Return Rel to Index -8.68-4.91-9.5712.94-1.94-17.93-6.38-14.59-9.769.65-5.25
% Total Return Rel to Peer -0.688.180.5914.257.42-18.52-0.32-8.21-3.575.640.85
% Perf Quintile vs Peer* 0.000.003.001.002.005.003.005.004.002.003.00
% Dividends 0.000.630.320.070.080.360.110.000.000.000.00
% Yield 0.000.940.910.140.140.750.230.000.000.000.00
Capital Gains ($) 0.0012.320.122.765.660.002.735.252.111.350.06
Expense Ratio 0.000.950.950.941.101.100.991.011.051.131.17

* 1 = Top 20%, 5 = Bottom 20%