Nuveen Small-Cap Value Opportunities Fund Class I
NSCRX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- John Nuveen & Co Inc Chicago IL United States of America 60606
- IPO Date
- Dec 8, 2004
- CIK
- 0001013881
- Website
- nuveen.com
- Similar Companies
- Business
- Nuveen Small-Cap Value Opportunities Fund Class I (NSCRX) is an actively managed open-end mutual fund that seeks total return through capital appreciation and current income by investing primarily in equity securities of small-capitalization value companies. The fund focuses on undervalued small-cap stocks exhibiting strong fundamentals, including low price-to-earnings or price-to-book ratios; it employs a bottom-up investment approach emphasizing financial strength, competitive advantages, and improving business momentum. Core offerings include shares across multiple classes (Class I, A, C, R6), with Class I shares featuring no sales load and a minimum initial investment typically geared toward institutional investors; the portfolio spans sectors such as financials, industrials, consumer discretionary, and information technology. Operated within the broader Nuveen investment platform, the fund targets long-term investors seeking exposure to U.S. small-cap value equities, benchmarked against the Russell 2000 Value Index. It maintains a diversified portfolio of approximately 80-120 holdings, with sector and position limits to manage risk; geographic operations are concentrated in the United States, reflecting domestic small-cap focus. Nuveen Funds, the fund sponsor, traces its roots to the TIAA-CREF organization founded in 1918, with headquarters in Chicago, Illinois; the fund itself launched in 2013 under the Nuveen banner following the 2014 acquisition of a portion of TIAA-CREF's asset management business by Nuveen. Recent developments include portfolio manager enhancements in 2024, with the addition of experienced small-cap specialists to the team led by Jeffrey D. Tjornehoj; the fund underwent a strategic shift toward greater emphasis on quality value stocks amid market volatility. In late 2023, Nuveen announced expanded distribution partnerships with major wirehouses and RIAs to broaden access to Class I shares; no major acquisitions or name changes have occurred, though ongoing integration within TIAA-Nuveen supports enhanced research capabilities via shared analytics platforms. Assets under management stood at approximately $150 million as of mid-2025, reflecting steady inflows driven by performance in cyclical recovery phases.