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Nuveen Small Cap Value R6 (FSCWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.40+0.67 (+2.25%)
At close: 08:00PM EDT

Nuveen Small Cap Value R6

CHICAGO IL 60606

333 WEST WACKER DR.

NUVEEN INVESTMENT FUNDS INC

312-917-8146
Management information
David F. Johnson,Lead manager since 12 April 2017
David is a portfolio manager of Nuveen’s Small Cap Value strategies and related institutional portfolios. He is also a senior equity research analyst for the small cap value team, specializing in the energy, materials, technology, and utilities sectors. David joined the firm in 1997 as an equity research analyst supporting the mid- and large-cap teams. He joined the small cap value team in 2001 as a dedicated research analyst covering multiple sectors. Previously, he was a securities analyst at The State of Wisconsin Investment Board and a lending officer at both Shawmut National Bank and Bank of New England. David began working in the investment industry in 1990. David graduated with a B.A. from St. Lawrence University and an M.B.A. from the University of Connecticut. David holds the CFA designation and is a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Value
Fund familyNuveen
Net assets513.16M
YTD return12.02%
Yield1.15%
Morningstar rating★★
Inception date31 Jul 1994

Fund operations

Last dividend0.33
Last cap gain-42.00
Holdings turnover31.00%
Average for categoryN/A

Fees and expenses

ExpenseFSCWXCategory average
Annual report expense ratio (net)1.20%1.16%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.25%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A