Nuveen Small Cap Fund Net Income
| FIMPX Fund | USD 38.43 0.34 0.89% |
As of the 3rd of February, Nuveen Small secures the Downside Deviation of 1.22, mean deviation of 1.01, and Risk Adjusted Performance of 0.0518. Nuveen Small Cap technical analysis lets you operate historical price patterns with an objective to determine a pattern that forecasts the direction of the fund's future prices.
Nuveen Small's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Nuveen Small's valuation are provided below:Nuveen Small Cap does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Nuveen |
Nuveen Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Nuveen Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Nuveen Small.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Nuveen Small on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Nuveen Small Cap or generate 0.0% return on investment in Nuveen Small over 90 days. Nuveen Small is related to or competes with Simt Small, Heartland Value, Schwab Target, Martin Currie, Martin Currie, Heartland Value, and Martin Currie. Under normal circumstances, the fund invests at least 80 percent of the sum of its net assets and the amount of any borr... More
Nuveen Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Nuveen Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Nuveen Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.22 | |||
| Information Ratio | 0.0222 | |||
| Maximum Drawdown | 6.71 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 1.86 |
Nuveen Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nuveen Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Nuveen Small's standard deviation. In reality, there are many statistical measures that can use Nuveen Small historical prices to predict the future Nuveen Small's volatility.| Risk Adjusted Performance | 0.0518 | |||
| Jensen Alpha | 0.0251 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0238 | |||
| Treynor Ratio | 0.0688 |
Nuveen Small February 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0518 | |||
| Market Risk Adjusted Performance | 0.0788 | |||
| Mean Deviation | 1.01 | |||
| Semi Deviation | 1.15 | |||
| Downside Deviation | 1.22 | |||
| Coefficient Of Variation | 1547.62 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.73 | |||
| Information Ratio | 0.0222 | |||
| Jensen Alpha | 0.0251 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0238 | |||
| Treynor Ratio | 0.0688 | |||
| Maximum Drawdown | 6.71 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 1.86 | |||
| Downside Variance | 1.5 | |||
| Semi Variance | 1.32 | |||
| Expected Short fall | (1.13) | |||
| Skewness | 0.4829 | |||
| Kurtosis | 2.03 |
Nuveen Small Cap Backtested Returns
At this stage we consider Nuveen Mutual Fund to be very steady. Nuveen Small Cap has Sharpe Ratio of 0.1, which conveys that the entity had a 0.1 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Nuveen Small, which you can use to evaluate the volatility of the fund. Please verify Nuveen Small's Downside Deviation of 1.22, risk adjusted performance of 0.0518, and Mean Deviation of 1.01 to check out if the risk estimate we provide is consistent with the expected return of 0.13%. The fund secures a Beta (Market Risk) of 1.09, which conveys a somewhat significant risk relative to the market. Nuveen Small returns are very sensitive to returns on the market. As the market goes up or down, Nuveen Small is expected to follow.
Auto-correlation | 0.11 |
Insignificant predictability
Nuveen Small Cap has insignificant predictability. Overlapping area represents the amount of predictability between Nuveen Small time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Nuveen Small Cap price movement. The serial correlation of 0.11 indicates that less than 11.0% of current Nuveen Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.11 | |
| Spearman Rank Test | 0.28 | |
| Residual Average | 0.0 | |
| Price Variance | 0.38 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Nuveen Small Cap reported net income of 0.0. This indicator is about the same for the Nuveen average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Nuveen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Small's current stock value. Our valuation model uses many indicators to compare Nuveen Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nuveen Small competition to find correlations between indicators driving Nuveen Small's intrinsic value. More Info.Nuveen Small Cap is rated # 2 fund in price to earning among similar funds. It also is rated # 2 fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nuveen Small Cap is roughly 10.36 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Nuveen Small's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Nuveen Small
The fund consists of 98.99% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Nuveen Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Nuveen Fundamentals
| Price To Earning | 31.82 X | |||
| Price To Book | 3.07 X | |||
| Price To Sales | 2.12 X | |||
| Total Asset | 344.61 M | |||
| Year To Date Return | 2.20 % | |||
| One Year Return | 10.84 % | |||
| Three Year Return | 13.73 % | |||
| Five Year Return | 4.29 % | |||
| Ten Year Return | 11.98 % | |||
| Net Asset | 128.25 M | |||
| Minimum Initial Investment | 100 K | |||
| Cash Position Weight | 1.01 % | |||
| Equity Positions Weight | 98.99 % |
About Nuveen Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nuveen Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nuveen Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nuveen Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Nuveen Mutual Fund
Nuveen Small financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Small security.
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |