Nuveen Small Cap Value Fund Class A (FSCAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.14: the stock has moved about 14% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerNuveen Small Cap Value Fund Class A (FSCAX) trades at $35.73. Nuveen Small Cap Value Fund Class A (FSCAX) seeks capital appreciation by investing primarily in small-capitalization companies. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for FSCAX: FSCAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Nuveen Small Cap Value Fund Class A (FSCAX) Financial Services Profile
Nuveen Small Cap Value Fund Class A (FSCAX) is an asset management fund focused on delivering capital appreciation through investments in small-cap companies, mirroring the Russell 2000® Index, and operating within the competitive financial services sector, without distributing dividends.
What Is the Investment Thesis for FSCAX?
FSCAX presents an investment opportunity for those seeking exposure to the small-cap value segment of the U.S. equity market. The fund's strategy of mirroring the Russell 2000® Index provides a diversified approach to small-cap investing. A key value driver is the potential for capital appreciation through investments in undervalued small-cap companies. Upcoming catalysts include potential market corrections that could create attractive entry points for undervalued small-cap stocks. Potential risks include the fund's beta of 1.14, indicating higher volatility compared to the market, and the absence of dividend payouts, which may deter income-seeking investors. The fund's success is tied to the performance of the small-cap market and the manager's ability to identify and capitalize on investment opportunities within this segment.
Based on FMP financials and quantitative analysis
FSCAX Key Highlights
FSCAX focuses on capital appreciation through investments in small-capitalization companies.
- The fund invests at least 80% of its net assets in small-cap stocks, aligning with its investment objective.
- FSCAX benchmarks its performance against the Russell 2000® Index, reflecting its focus on the small-cap market segment.
- The fund has a beta of 1.14, indicating a higher level of volatility compared to the broader market.
- FSCAX does not offer a dividend yield, which may impact its attractiveness to income-focused investors.
Who Are FSCAX's Competitors?
FSCAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AINTX Ariel International Investor | $18.40 | +0.60% | $276M | — |
| FACSX Nuveen Mid Cap Value Fund Class C | $53.51 | +0.77% | $358M | — |
| FIMPX Nuveen Small Cap Growth Opportunities Fund Class I | $38.42 | +1.16% | $266M | — |
| HFCGX Hennessy Cornerstone Growth Fund Inv Cl | $37.67 | +1.65% | $323M | — |
| HRVIX Heartland Value Plus Fund Investor Class Shs | $42.07 | +1.20% | $317M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FSCAX's Key Strengths?
Focus on small-cap value stocks.
- Alignment with the Russell 2000® Index.
- Experienced investment management team.
- Established brand name of Nuveen.
What Are FSCAX's Weaknesses?
Higher volatility compared to the broader market (beta of 1.14).
- Absence of dividend payouts.
- Dependence on the performance of the small-cap market.
- Potential for underperformance relative to the benchmark.
What Are the Key Risks for FSCAX?
Higher volatility compared to the broader market (beta of 1.14).
- Economic downturns impacting small-cap companies.
- Increased competition from other small-cap funds.
- Dependence on the performance of the small-cap market.
What Threats Does FSCAX Face?
- Economic downturns impacting small-cap companies.
- Increased competition from other small-cap funds.
- Changes in market sentiment towards value investing.
- Regulatory changes affecting the asset management industry.
What Are FSCAX's Competitive Advantages?
- Established brand name and reputation of Nuveen.
- Experienced investment management team.
- Diversified portfolio of small-cap stocks.
- Alignment with the Russell 2000® Index.
What Does FSCAX Do?
Nuveen Small Cap Value Fund Class A (FSCAX) is designed to provide investors with capital appreciation through strategic investments in small-capitalization companies. The fund operates under the premise of investing at least 80% of its net assets, plus any borrowings for investment purposes, in the common stocks of small-cap entities. These small-cap companies are defined as those having market capitalizations aligning with the range defined by the Russell 2000® Index on the last business day of the month of its most recent reconstitution. The fund's investment strategy is centered around identifying and capitalizing on opportunities within this segment of the market. The fund is managed by Nuveen, a well-established asset management firm. The fund's investment decisions are guided by in-depth research and analysis, aiming to select companies with strong growth potential and sound financial fundamentals. FSCAX operates primarily within the U.S. equity market, focusing on the small-cap value segment. As an asset management fund, FSCAX competes with other funds offering similar investment strategies, as well as broader market index funds and actively managed portfolios. The fund's performance is benchmarked against the Russell 2000® Index, reflecting its investment focus and objectives.
What Products and Services Does FSCAX Offer?
- Invests in common stocks of small-capitalization companies.
- Seeks capital appreciation for its investors.
- Aims to mirror the investment profile of the Russell 2000® Index.
- Manages a portfolio of small-cap stocks based on market capitalization range.
- Conducts research and analysis to identify promising small-cap companies.
- Adjusts portfolio holdings to optimize returns and manage risk.
- Provides investors with access to the small-cap market segment.
How Does FSCAX Make Money?
- Generates revenue through management fees charged to investors.
- Aims to outperform its benchmark, the Russell 2000® Index.
- Focuses on identifying and investing in undervalued small-cap companies.
What Industry Does FSCAX Operate In?
Nuveen Small Cap Value Fund Class A operates within the asset management industry, a segment of the financial services sector. The asset management industry is characterized by a diverse range of investment products, including mutual funds, ETFs, and hedge funds. Market trends include the increasing popularity of passive investing and the growing demand for specialized investment strategies. The competitive landscape includes both large, established asset managers and smaller, boutique firms. FSCAX competes with other small-cap value funds, as well as broader market index funds. The fund's success depends on its ability to deliver competitive returns and attract investors seeking exposure to the small-cap market segment.
Who Are FSCAX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors looking for exposure to small-cap stocks.
- Financial advisors seeking investment options for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
FSCAX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap value stocks.
- Alignment with the Russell 2000® Index.
- Experienced investment management team.
- Established brand name of Nuveen.
Bear Case
- Higher volatility compared to the broader market (beta of 1.14).
- Absence of dividend payouts.
- Dependence on the performance of the small-cap market.
- Potential for underperformance relative to the benchmark.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FSCAX Latest News
No recent news available for FSCAX.
FSCAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FSCAX.
Price Targets
Wall Street price target analysis for FSCAX.
FSCAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FSCAX; grades run from A+ (80-100) to F (below 30).
Nuveen Small Cap Value Fund Class A Financials Stock: Key Questions Answered
How does Nuveen Small Cap Value Fund Class A make money in financial services?
Nuveen Small Cap Value Fund Class A generates revenue primarily through management fees charged to investors. These fees are typically calculated as a percentage of the fund's net asset value (NAV). Higher AUM translates to greater fee income.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information and may be subject to change.