Nuveen Small Cap Value Fund Class C (FSCVX) Fund Overview

Nuveen Small Cap Value Fund Class C (FSCVX) Financial Services Profile

Nuveen Small Cap Value Fund Class C aims for capital appreciation by investing in small-cap companies, mirroring the Russell 2000® Index. As an actively managed fund in the asset management sector, it competes with similar funds focusing on small-cap value strategies, but offers no dividend yield.

What Is the Investment Thesis for FSCVX?

Nuveen Small Cap Value Fund Class C presents a focused investment in the small-cap equity space, targeting capital appreciation through a value-oriented strategy. The fund's alignment with the Russell 2000® Index provides a clear benchmark for performance evaluation. Key to the fund's success is the ability of its management team to identify and capitalize on undervalued opportunities within the small-cap universe. Growth catalysts include the potential for small-cap companies to outperform during economic expansions and the fund's ability to generate alpha through active stock selection. However, investors should be aware of the inherent risks associated with small-cap investing, including higher volatility and lower liquidity. The fund's beta of 1.14 reflects this increased volatility. The absence of a dividend yield may deter some investors seeking income, but aligns with the fund's focus on capital appreciation. The fund's performance will be closely tied to the overall health of the small-cap market and the effectiveness of its stock-picking strategy.

Based on FMP financials and quantitative analysis

FSCVX Key Highlights

Market capitalization of $0.27 billion, indicating its position within the small-cap segment.

• Beta of 1.14, suggesting a slightly higher volatility compared to the broader market.
• Investment mandate requires at least 80% of assets to be invested in small-cap companies.
• Benchmark is the Russell 2000® Index, providing a clear performance comparison.
• Actively managed fund, relying on stock selection to generate alpha.

Who Are FSCVX's Competitors?

FSCVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are FSCVX's Key Strengths?

Experienced management team.

• Disciplined value-oriented investment approach.
• Established brand name of Nuveen.
• Focus on a specific market segment (small-cap value).

What Are FSCVX's Weaknesses?

Higher volatility compared to large-cap funds.

• Lack of dividend yield may deter some investors.
• Performance is dependent on the small-cap market.
• Potential for underperformance during certain market cycles.

What Are the Key Risks for FSCVX?

Economic downturns can negatively impact small-cap stocks, leading to lower returns for the fund.

• Rising interest rates can increase borrowing costs for small-cap companies, potentially impacting their profitability and stock prices.
• Increased competition from other asset management firms offering similar small-cap value funds can put pressure on fees and performance.
• The fund's performance is dependent on the skill and experience of its portfolio managers, and any changes in the management team could impact its investment strategy and results.

What Are FSCVX's Competitive Advantages?

• Established brand name and reputation of Nuveen.
• Experienced portfolio management team.
• Disciplined value-oriented investment approach.
• Access to research and resources of Nuveen's parent company.

What Does FSCVX Do?

Nuveen Small Cap Value Fund Class C is an actively managed fund designed to provide investors with capital appreciation through investments in small-capitalization companies. The fund operates under the umbrella of Nuveen, a well-established asset management firm. The fund's investment strategy mandates that at least 80% of its net assets, plus any borrowings for investment purposes, be allocated to common stocks of small-cap companies. These companies are defined as those having market capitalizations within the range of the Russell 2000® Index at the time of the fund's most recent reconstitution. The Russell 2000® Index serves as a benchmark, ensuring the fund remains focused on the small-cap segment of the market. The fund's investment decisions are guided by a team of experienced portfolio managers who conduct in-depth research and analysis to identify undervalued companies with strong growth potential. The fund's investment approach emphasizes a value-oriented strategy, seeking companies that are trading at a discount to their intrinsic value. This involves evaluating various financial metrics, such as price-to-earnings ratios, price-to-book ratios, and dividend yields, to identify potentially undervalued stocks. Nuveen Small Cap Value Fund Class C competes with other asset management firms offering similar small-cap value funds. Its performance is evaluated based on its ability to generate competitive returns relative to its benchmark and peers, while effectively managing risk. As of 2026, the fund has a market cap of $0.27 billion and a beta of 1.14, indicating a slightly higher volatility compared to the market. The fund does not currently offer a dividend yield.

What Products and Services Does FSCVX Offer?

• Invests in common stocks of small-capitalization companies.
• Seeks capital appreciation for its investors.
• Manages a portfolio of small-cap stocks based on a value-oriented strategy.
• Benchmarks its performance against the Russell 2000® Index.
• Conducts research and analysis to identify undervalued companies.
• Actively manages its portfolio to generate alpha.

How Does FSCVX Make Money?

• Generates revenue through management fees charged to investors.
• Invests in a diversified portfolio of small-cap stocks.
• Aims to outperform its benchmark, the Russell 2000® Index.
• Employs a value-oriented investment strategy.

What Industry Does FSCVX Operate In?

Nuveen Small Cap Value Fund Class C operates within the asset management industry, specifically targeting the small-cap equity segment. The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. The fund competes with other small-cap value funds, as well as broader market index funds. The growth of the asset management industry is driven by factors such as increasing wealth, rising retirement savings, and the growing demand for investment solutions. Trends such as passive investing and the increasing use of technology are also shaping the industry landscape. The fund's success depends on its ability to differentiate itself through superior investment performance, effective risk management, and strong client relationships.

Who Are FSCVX's Key Customers?

• Individual investors seeking capital appreciation.
• Institutional investors looking for exposure to small-cap equities.
• Financial advisors seeking investment solutions for their clients.
• Retirement plans and endowments.

FSCVX Financials

FSCVX Latest News

No recent news available for FSCVX.

FSCVX Analyst Consensus

FSCVX MoonshotScore

FSCVX Financials Stock FAQ

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