Nuveen Small-Cap Value Opportunities Fund (NSCRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NSCRX
NSCRX charges 0.94% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among NSCRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | NSCRX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | NSCRX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | NSCRX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | NSCRX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | NSCRX vs VSMAX |
Best Risk-Adjusted Alternatives to NSCRX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 92 | Dec 28, 2007 | NSCRX vs AUERX | |
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | NSCRX vs DFISX | |
| Royce Micro Cap Series Fund | 86 | Dec 31, 1991 | NSCRX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | NSCRX vs WESCX | |
| Fidelity Series Small Cap Opportunities Fund | 81 | Mar 22, 2007 | NSCRX vs FSOPX |
Top Performing NSCRX Alternatives (YTD)
NSCRX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 11.47% | Dec 14, 2001 | NSCRX vs HASCX | |
| Royce Micro Cap Series Fund | 9.23% | Dec 31, 1991 | NSCRX vs RYOTX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 6.91% | Nov 12, 2014 | NSCRX vs TNVIX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | NSCRX vs WESCX | |
| Sterling Capital Stratton Small Cap Value Fund | 6.06% | Apr 12, 1993 | NSCRX vs STSCX |
Lowest Volatility Alternatives to NSCRX
NSCRX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | NSCRX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | NSCRX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | NSCRX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | NSCRX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | NSCRX vs CSMDX |
Lowest Drawdown Alternatives to NSCRX
NSCRX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | NSCRX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | NSCRX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | NSCRX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | NSCRX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | NSCRX vs BOSOX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 78 | -0.51% | Jan 30, 2007 | NSCRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 10 | -7.83% | Nov 23, 2005 | NSCRX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 7 | -0.69% | Jun 26, 2003 | NSCRX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 24 | -2.40% | Mar 28, 2006 | NSCRX vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | 0.08% | Jun 6, 1999 | NSCRX vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 56 | 5.31% | Dec 22, 1987 | NSCRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | 0.58% | Jan 31, 2013 | NSCRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 15 | -11.60% | May 15, 2009 | NSCRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | -2.12% | Dec 29, 2008 | NSCRX vs NELIX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 92 | -1.08% | Dec 18, 2006 | NSCRX vs NPSRX |
Often Compared With NSCRX
What investors most often compare with NSCRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Jennison Small Company Fund Class Z | Small Cap Growth Equities | 28 | -2.55% | Mar 1, 1996 | NSCRX vs PSCZX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 65 | 4.25% | Jun 30, 2005 | NSCRX vs RIVSX | |
| T. Rowe Price Small-Cap Value Fund | Small Cap Blend Equities | 81 | 3.77% | Jun 30, 1988 | NSCRX vs PRSVX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 59 | 0.89% | Oct 1, 2002 | NSCRX vs TISBX |
Compare NSCRX with Any Fund or Stock
Compare NSCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.