# Portfolio overlap — JSJFX vs FRMPX

Comparing **Small Cap Dynamic Growth Fund** (2026-02-28) and **Nuveen Small Cap Growth Opportunities Fund** (2026-01-31).

- Shared positions: 21
- Small Cap Dynamic Growth Fund covered by Nuveen Small Cap Growth Opportunities Fund: 0.2789262762475882804290656573
- Nuveen Small Cap Growth Opportunities Fund covered by Small Cap Dynamic Growth Fund: 0.2789262762475882804290656574

## Small Cap Dynamic Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CASEY'S GENERAL | 0.036753 |  |
| ENSIGN GROUP INC | 0.036448 | ✓ |
| RBC BEARINGS INC | 0.035992 |  |
| VSE CORP | 0.033782 | ✓ |
| SSC GOVERNMENT MM GVMXX   / | 0.032368 |  |
| ADV ENERGY INDS | 0.028951 |  |
| SPX TECHNOLOGIES INC | 0.028838 | ✓ |
| FABRINET | 0.028273 | ✓ |
| VIAVI SOLUTIONS INC | 0.025734 |  |
| Nova Measuring Instruments Ltd | 0.025634 |  |
| FIRSTCASH HOLDINGS INC | 0.025559 | ✓ |
| AAR CORP | 0.024816 |  |
| INTERDIGITAL INC | 0.024098 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.022990 |  |
| PLEXUS CORP | 0.022970 |  |
| LITTELFUSE INC | 0.022663 |  |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.021673 |  |
| NEXTRACKER INC CL A | 0.021176 |  |
| BLOOM ENERGY CORP CL A | 0.021158 | ✓ |
| BRIDGEBIO PHARMA INC | 0.019719 | ✓ |
| STIFEL FINANCIAL CORP | 0.019637 |  |
| ARGAN INC | 0.019534 |  |
| RAMBUS INC | 0.018808 | ✓ |
| GUARDANT HEALTH INC | 0.018508 | ✓ |
| CRANE CO | 0.018149 |  |
| STERLING INFRASTRUCTURE INC | 0.017767 |  |
| FIRST FINL BANKSHARES INC | 0.017122 |  |
| MERCURY SYSTEMS INC | 0.016863 |  |
| JOHN BEAN TECHNOLOGIES CORP | 0.016300 | ✓ |
| GARRETT MOTION INC | 0.016096 |  |
| PIPER SANDLER COS | 0.015721 | ✓ |
| MIRION TECHNOLOGIES INC-A | 0.015465 | ✓ |
| ICHOR HOLDINGS L | 0.015309 |  |
| OSI SYSTEMS INC | 0.014871 |  |
| HEALTHEQUITY INC | 0.014636 | ✓ |
| MOELIS & CO-CL A | 0.013437 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.012998 | ✓ |
| AXSOME THERAPEUTICS INC | 0.012765 | ✓ |
| SENSIENT TECHNOLOGIES CORP | 0.012672 |  |
| VALLEY NATL BANCORP | 0.012669 |  |
| NPK INTERNATIONAL INC | 0.012339 |  |
| BOOT BARN HOLDINGS INC | 0.012101 | ✓ |
| NOVANTA INC | 0.011764 |  |
| PROTAGONIST THERAPEUTICS INC | 0.011221 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.011145 |  |
| RHYTHM PHARMACEUTICALS INC | 0.010554 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.009670 | ✓ |
| RADNET INC | 0.008880 | ✓ |
| INSMED INC | 0.008717 |  |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.007923 |  |

## Nuveen Small Cap Growth Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.025925 | ✓ |
| FIRSTCASH HOLDINGS INC | 0.022938 | ✓ |
| DYCOM INDUSTRIES INC | 0.021157 |  |
| CREDO TECHNOLOGY | 0.020293 | ✓ |
| AXSOME THERAPEUTICS INC | 0.019912 | ✓ |
| HEALTHEQUITY INC | 0.019513 | ✓ |
| STEVEN MADDEN LTD | 0.019507 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.019441 |  |
| MODINE MFG CO | 0.018767 |  |
| SOLARIS OIL IN-A | 0.018368 |  |
| RAMBUS INC | 0.017979 | ✓ |
| RADNET INC | 0.017160 | ✓ |
| SPX TECHNOLOGIES INC | 0.016817 | ✓ |
| PATRICK INDUSTRIES INC | 0.016695 |  |
| JOHN BEAN TECHNOLOGIES CORP | 0.016632 | ✓ |
| FED SIGNAL CORP | 0.016406 |  |
| CARETRUST REIT INC | 0.015828 |  |
| VSE CORP | 0.015706 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.015660 |  |
| GRANITE CONSTRUCTION INC | 0.015276 |  |
| ESCO TECHNOLOGIES INC | 0.015117 |  |
| GLAUKOS CORP | 0.015098 |  |
| HURON CONSULTING GROUP INC | 0.014655 |  |
| SEMTECH CORP | 0.014641 |  |
| MIRION TECHNOLOGIES INC-A | 0.014415 | ✓ |
| BOOT BARN HOLDINGS INC | 0.014230 | ✓ |
| PRIVIA HEALTH GROUP INC | 0.013931 |  |
| RED ROCK RESORTS INC | 0.013536 |  |
| MOELIS & CO-CL A | 0.013485 | ✓ |
| STRIDE INC | 0.013205 |  |
| PIPER SANDLER COS | 0.013067 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.013052 | ✓ |
| AMERIS BANCORP | 0.012989 |  |
| GUARDANT HEALTH INC | 0.012684 | ✓ |
| ENSIGN GROUP INC | 0.012443 | ✓ |
| IMPINJ INC | 0.012294 |  |
| ADDUS HOMECARE CORP | 0.012240 |  |
| MATADOR RESOURCES COMPANY | 0.012079 |  |
| MAGNITE INC | 0.011801 |  |
| COMMERCIAL METALS CO | 0.011760 |  |
| ANI PHARMACEUTICALS INC | 0.011732 |  |
| TREX CO INC | 0.011702 |  |
| WINGSTOP INC | 0.011689 |  |
| SI-BONE INC | 0.011434 |  |
| FABRINET | 0.011382 | ✓ |
| BADGER METER INC | 0.011316 |  |
| KNIFE RIVER HOLDING CO W/I | 0.011017 |  |
| WORKIVA INC | 0.010966 |  |
| COMMVAULT SYSTEMS INC | 0.010812 |  |
| PREFERRED BANK LOS ANGELES | 0.010799 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-184515` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1331971/000119312526184515/0001193125-26-184515-index.htm>
- N-PORT (fund B) — accession `0000820892-26-000105` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/820892/000082089226000105/0000820892-26-000105-index.htm>

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