Nuveen Small-Cap Value Opportunities Fund (NSCRX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NSCRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSCRX
NSCRX charges 0.94% annually. There are 79 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | NSCRX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NSCRX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | NSCRX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | NSCRX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | NSCRX vs VSMAX |
Best Risk-Adjusted Alternatives to NSCRX
NSCRX has a PortfoliosLab risk / return rank of 61. There are 65 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | NSCRX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | NSCRX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | NSCRX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | NSCRX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | NSCRX vs WWSIX |
Top Performing NSCRX Alternatives (YTD)
NSCRX is at 19.79% YTD. There are 24 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | NSCRX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | NSCRX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | NSCRX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | NSCRX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | NSCRX vs MOPIX |
Lowest Volatility Alternatives to NSCRX
NSCRX has 17.75% 1-year volatility. There are 84 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | NSCRX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | NSCRX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | NSCRX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | NSCRX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | NSCRX vs BOSOX |
Lowest Drawdown Alternatives to NSCRX
NSCRX has a 1-year max drawdown of -8.70%. There are 12 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | NSCRX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NSCRX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | NSCRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NSCRX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | NSCRX vs BIAUX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | NSCRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | NSCRX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | NSCRX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | NSCRX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | NSCRX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | NSCRX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | NSCRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | NSCRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | NSCRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | NSCRX vs NELIX |
Often Compared With NSCRX
Investors most often compare NSCRX with PSCZX, STSCX, AZBIX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NSCRX with Any Fund or Stock
Compare NSCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSCRX with funds that move differently
Nuveen Small-Cap Value Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSCRX.
Explore NSCRX Diversifiers