FSCAX Mutual Fund

FSCAX Mutual Fund (Nuveen Small Cap Value Fund Class A) is managed by Nuveen with $125.4M in net assets. FSCAX expense ratio is 1.20%, holding 81 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1994-08-01.

FSCAX performance shows a YTD return of 15.69%. The 1-year return is 14.24% and the 5-year return is 7.06%. FSCAX dividend yield stands at 0.74%, paid annually.

FSCAX top holdings include Old Second Bancorp Inc Common Stock Usd1.0 (2.2%), Umb Financial Corp. (2.2%), Banner Corp_None_0 (2.0%), First Merchants Corp Common Stock (1.9%), Preferred Bank La (1.8%). Go to all FSCAX holdings, FSCAX sectors, or FSCAX dividends.

FSCAX can be compared against other funds. Use FSCAX overlap to find shared positions, or FSCAX vs another fund for a side-by-side view. FSCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.