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 | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | NSCRX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | NSCRX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | NSCRX vs TISBX |
Best Risk-Adjusted Alternatives to NSCRX
NSCRX has a PortfoliosLab risk / return rank of 67. There are 66 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | NSCRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | NSCRX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | NSCRX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | NSCRX vs RIVSX | |
| Royce Micro Cap Series Fund | 88 | — | Dec 1991 | NSCRX vs RYOTX |
Top Performing NSCRX Alternatives (YTD)
NSCRX is at 19.87% YTD. There are 69 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | NSCRX vs RYOTX | |
| Paradigm Micro-cap Fund | 34.26% | — | Dec 2007 | NSCRX vs PVIVX | |
| River Oak Discovery Fund | 33.44% | — | Jun 2005 | NSCRX vs RIVSX | |
| Hodges Small Cap Fund | 32.31% | — | Dec 2007 | NSCRX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | NSCRX vs WWSIX |
Lowest Volatility Alternatives to NSCRX
NSCRX has 18.12% 1-year volatility. There are 83 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.57% | — | Nov 1996 | NSCRX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | NSCRX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.67% | — | Feb 2017 | NSCRX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | NSCRX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | 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% | 2.90B | Apr 2006 | NSCRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NSCRX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NSCRX vs SSCDX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 12 categories.
Often Compared With NSCRX
Investors most often compare NSCRX with PSCZX, AUERX, AZBIX. These 16 comparison targets span 5 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