Nuveen Small Cap Value Fund Class C (FSCVX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Nuveen Small Cap Value Fund Class C (FSCVX) trades at $31.22 with AI Score 44/100 (Grade C). Nuveen Small Cap Value Fund Class C seeks capital appreciation by investing primarily in small-cap companies. Market cap: $297M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for FSCVX: FSCVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FSCVX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FSCVX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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 $297M, 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AINTX Ariel International Investor | $18.74 | -0.05% | $281M | 38 |
| FACSX Nuveen Mid Cap Value Fund Class C | $56.32 | -0.93% | $377M | 44 |
| FIMPX Nuveen Small Cap Growth Opportunities Fund Class I | $40.35 | -2.02% | $279M | 44 |
| HFCGX Hennessy Cornerstone Growth Fund Inv Cl | $36.77 | -1.58% | $315M | 47 |
| HRVIX Heartland Value Plus Fund Investor Class Shs | $43.96 | -1.04% | $331M | 58 |
| SSSS SuRo Capital Corp. | $11.46 | -0.17% | $299M | 73 |
| EFTY Etoiles Capital Group Co., Ltd. | $15.02 | +0.00% | $302M | 68 |
| LEGO Legato Merger Corp. | $10.00 | +0.10% | $313M | 67 |
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 Could Drive FSCVX Stock Higher?
FSCVX catalyst: Potential for small-cap outperformance during an economic recovery, driven by increased investor confidence and improved earnings growth.
- Active management strategy allows for alpha generation through stock selection, potentially leading to higher returns compared to passive investments.
- Increasing investor interest in value investing may attract more capital to the fund, boosting its assets under management.
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 the Growth Opportunities for FSCVX?
- Small-Cap Outperformance: Small-cap stocks historically outperform large-cap stocks during certain economic cycles, particularly in the early stages of recovery. This trend presents an opportunity for Nuveen Small Cap Value Fund Class C to capitalize on the potential for higher returns in the small-cap segment. The fund's value-oriented approach may further enhance its performance during periods when value stocks are in favor. The timeline for this opportunity is dependent on the economic cycle, with potential for outperformance in the next 1-3 years.
- Active Management Alpha: As an actively managed fund, Nuveen Small Cap Value Fund Class C has the potential to generate alpha through superior stock selection. The fund's investment team can leverage its research and analysis capabilities to identify undervalued companies with strong growth prospects. The success of this strategy depends on the skill and experience of the portfolio managers. The timeline for this opportunity is ongoing, with the potential for consistent alpha generation over the long term.
- Increasing Demand for Value Investing: Value investing, which focuses on identifying undervalued companies, has gained renewed interest in recent years. This trend presents an opportunity for Nuveen Small Cap Value Fund Class C to attract investors seeking a value-oriented approach to small-cap investing. The fund's established track record and experienced management team may further enhance its appeal. The timeline for this opportunity is ongoing, with the potential for sustained demand for value investing strategies.
- Expansion of Small-Cap Market: The small-cap market is expected to continue to grow, driven by factors such as entrepreneurship, innovation, and the increasing number of companies going public. This growth presents an opportunity for Nuveen Small Cap Value Fund Class C to expand its investment universe and identify new investment opportunities. The fund's focus on value investing may help it to identify companies with strong long-term growth potential. The timeline for this opportunity is long-term, with the potential for sustained growth in the small-cap market.
- Technological Advancements in Asset Management: The asset management industry is increasingly adopting technology to improve efficiency, enhance decision-making, and personalize client experiences. Nuveen Small Cap Value Fund Class C can leverage technological advancements such as artificial intelligence and machine learning to improve its stock selection process and risk management capabilities. This can lead to improved investment performance and greater operational efficiency. The timeline for this opportunity is ongoing, with the potential for continuous improvement through technological innovation.
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 $297M 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.
Nuveen Small Cap Value Fund Class C (FSCVX) Valuation Context
Relative to its peer group, FSCVX's quantitative score of 44/100 is roughly in line with the peer average of 46/100.
FSCVX Financials
Bull Case vs Bear Case
Bull Case
- Fundamentally, small-cap value is where it's at right now. Feels like everyone's chasing growth, leaving value ripe for the picking.
- Recent market jitters might actually help FSCVX. Flight to safety often means a rotation into more conservative, value-oriented plays.
- Looking at the community, there's a growing sense that small caps are undervalued and poised for a rebound. Sentiment is shifting.
- Insider activity is a good sign. Seems like management believes in the long-term potential of these smaller companies.
Bear Case
- Small-cap value can get hammered in a downturn. If the overall market tanks, FSCVX will likely feel the pain.
- Community sentiment, while improving, still has pockets of concern about the fund's holdings in a volatile market.
- Market perception is that small caps are riskier. Investors might prefer large-cap stability in uncertain times.
- Recent insider activity is not strong enough to counter the general market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FSCVX Latest News
No recent news available for FSCVX.
FSCVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FSCVX.
Price Targets
Wall Street price target analysis for FSCVX.
FSCVX MoonshotScore
What does this score mean?
The MoonshotScore rates FSCVX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
FSCVX Financial Services Stock FAQ
What does the AI Score mean for FSCVX?
FSCVX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Nuveen Small Cap Value Fund Class C seeks capital appreciation by investing primarily in small-cap companies. The fund's investment strategy focuses on companies within the market capitalization …
What does Nuveen Small Cap Value Fund Class C do?
Nuveen Small Cap Value Fund Class C is an investment fund that focuses on achieving capital appreciation by investing primarily in the common stocks of small-capitalization companies. The fund adheres to a strategy where at least 80% of its assets are allocated to companies within the market capitalization range of the Russell 2000® Index.
What are the main risks for FSCVX?
The primary risks associated with Nuveen Small Cap Value Fund Class C include the inherent volatility of small-cap stocks, which can be more susceptible to market fluctuations and economic downturns compared to larger companies. Additionally, the fund's value-oriented strategy may underperform during periods when growth stocks are in favor.
How is Nuveen Small Cap Value Fund Class C adapting to fintech disruption?
Nuveen Small Cap Value Fund Class C, as part of a larger asset management firm, is likely exploring and integrating fintech solutions to enhance its investment processes and client services. This may involve using AI-powered tools for stock selection and portfolio optimization, as well as leveraging digital platforms to improve client communication and reporting.
What is Nuveen Small Cap Value Fund Class C's approach to ESG factors?
While specific details on Nuveen Small Cap Value Fund Class C's ESG (Environmental, Social, and Governance) integration are not available, it is likely that the fund considers ESG factors as part of its overall investment analysis. This may involve evaluating companies based on their environmental impact, social responsibility, and corporate governance practices.
What are the key factors to evaluate for FSCVX?
Nuveen Small Cap Value Fund Class C (FSCVX) holds an AI score of 44/100 (low). 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. Not financial advice.
How frequently does FSCVX data refresh on this page?
FSCVX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FSCVX's recent stock price performance?
Nuveen Small Cap Value Fund Class C (FSCVX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced management team. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FSCVX overvalued or undervalued right now?
Nuveen Small Cap Value Fund Class C (FSCVX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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
Data provided for informational purposes only.
- AI analysis pending for FSCVX. Information is based on publicly available sources and may not be complete or entirely accurate.
- Investment decisions should be based on individual risk tolerance and financial circumstances.