NSCRX Alternatives & Similar Mutual Funds

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
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	NSCRX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	NSCRX vs VSCPX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	182.70B	Jul 1997	NSCRX vs VSCIX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.67B	May 1997	NSCRX vs SWSSX
TISBX	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 80. There are 41 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
WESCX	TETON Westwood SmallCap Equity Fund	93	—	Apr 1997	NSCRX vs WESCX
WWSIX	Keeley Small Cap Fund Class Institutional	93	—	Apr 1997	NSCRX vs WWSIX
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	92	—	Nov 2017	NSCRX vs GQSCX
RIVSX	River Oak Discovery Fund	91	—	Jun 2005	NSCRX vs RIVSX
MOPIX	MainStay WMC Small Companies Fund	90	—	Jan 1987	NSCRX vs MOPIX

Top Performing NSCRX Alternatives (YTD)

NSCRX is at 23.17% YTD. There are 28 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.

Symbol	Name	YTD Return	AUM	Inception
PVIVX	Paradigm Micro-cap Fund	39.59%	—	Dec 2007	NSCRX vs PVIVX
RYOTX	Royce Micro Cap Series Fund	39.28%	—	Dec 1991	NSCRX vs RYOTX
RIVSX	River Oak Discovery Fund	31.64%	—	Jun 2005	NSCRX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	31.01%	—	Apr 1997	NSCRX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	30.82%	—	Apr 1997	NSCRX vs WESCX

Lowest Volatility Alternatives to NSCRX

NSCRX has 18.07% 1-year volatility. There are 85 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.92%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	13.92%	—	Nov 1996	NSCRX vs HFCGX
DFISX	DFA International Small Company Portfolio	14.34%	15.72B	Sep 1996	NSCRX vs DFISX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.58%	—	Feb 2017	NSCRX vs CSMDX
SSLCX	DWS Small Cap Core Fund	15.01%	—	Jul 2000	NSCRX vs SSLCX
BOSOX	Boston Trust Small Cap Fund	15.11%	—	—	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
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	NSCRX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	NSCRX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	2.90B	Apr 2006	NSCRX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.82B	Dec 1981	NSCRX vs DFSCX
SSCDX	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, TILIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	68	11.58%	—	Jul 1999	NSCRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	66	11.43%	—	Jan 2007	NSCRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	17	4.92%	—	Oct 2002	NSCRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	23	8.47%	—	Nov 2005	NSCRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	89	3.66%	—	Jun 1999	NSCRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	2.40%	—	Jun 2003	NSCRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	19	4.12%	—	Mar 2006	NSCRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	75	1.04%	—	Dec 2006	NSCRX vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	89	2.32%	—	Jan 2013	NSCRX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	12	7.90%	—	May 2009	NSCRX vs NVLIX

Often Compared With NSCRX

Investors most often compare NSCRX with PSCZX, AUERX, AZBIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PSCZX	PGIM Jennison Small Company Fund Class Z	Small Cap Growth Equities	63	15.65%	—	Mar 1996	NSCRX vs PSCZX
AUERX	Auer Growth Fund	Small Cap Blend Equities	86	13.20%	—	Dec 2007	NSCRX vs AUERX
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	77	20.22%	—	Jul 2013	NSCRX vs AZBIX
STSCX	Sterling Capital Stratton Small Cap Value Fund	Small Cap Blend Equities	83	22.53%	—	Apr 1993	NSCRX vs STSCX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	78	20.63%	—	Dec 2008	NSCRX vs BIAUX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	80	29.55%	—	Dec 2001	NSCRX vs HASCX
CAMSX	Cambiar Small Cap Fund	Small Cap Blend Equities	61	20.24%	—	Aug 2004	NSCRX vs CAMSX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	65	18.47%	—	Nov 2014	NSCRX vs TNVIX
WEMMX	TETON Westwood Mighty Mites Fund	Small Cap Blend Equities	77	27.06%	—	May 1998	NSCRX vs WEMMX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	84	20.45%	—	Dec 1987	NSCRX vs FASEX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	47	7.84%	—	Dec 2008	NSCRX vs NELIX
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	82	20.98%	—	Jun 1988	NSCRX vs PRSVX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	60	15.95%	182.70B	Nov 2000	NSCRX vs VSMAX
FARCX	Nuveen Real Estate Securities Fund	REIT	51	17.11%	—	Jun 1995	NSCRX vs FARCX
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	69	28.29%	—	Dec 2007	NSCRX vs HDPSX
FSOPX	Fidelity Series Small Cap Opportunities Fund	Small Cap Blend Equities	85	22.38%	—	Mar 2007	NSCRX vs FSOPX
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	88	22.93%	—	May 2010	NSCRX vs NINLX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	22.83%	92.00B	Nov 2001	NSCRX vs VPMAX
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	Small Cap Blend Equities	70	14.96%	—	Sep 2011	NSCRX vs FTHSX
FTMSX	Fuller & Thaler Behavioral Micro-Cap Equity Fund	Small Cap Blend Equities	49	30.07%	—	Dec 2018	NSCRX vs FTMSX

Compare NSCRX with Any Fund or Stock

Compare NSCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Nuveen Small-Cap Value Opportunities Fund (NSCRX) Alternatives