Nuveen Mid Cap Growth Opps A (FRSLX)
20.82
-0.26 (-1.23%)
USD |
Feb 06 2023
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.17% | 216.02M | 0.00% | 67.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -78.07M | -12.89% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of mid-capitalization companies. Mid-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell Midcap® Index on the last business day of the month in which its most recent reconstitution was completed. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | FISGX |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | Russell Mid Cap Growth TR USD |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Nuveen |
| Prospectus Benchmark Index | |
| Russell Mid Cap Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Gregory Ryan | 3.88 yrs |
| Bihag Patel | 2.93 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
51
-78.07M
-3.090B
Category Low
1.416B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of January 31, 2023
Performance Versus Category
As of February 06, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of February 06, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| DexCom Inc | 3.26% | 108.02 | 1.21% |
| Horizon Therapeutics PLC | 3.23% | 110.10 | -0.14% |
| Synopsys Inc | 2.74% | 363.78 | 1.06% |
| Microchip Technology Inc | 2.68% | 86.00 | 1.81% |
| Verisk Analytics Inc | 2.42% | 177.86 | 0.53% |
| MSCI Inc | 2.38% | 557.63 | 0.76% |
| Lululemon Athletica Inc | 2.28% | 315.06 | 1.20% |
| Insulet Corp | 2.26% | 289.28 | -0.99% |
| Veeva Systems Inc Class A | 2.25% | 177.25 | 1.83% |
| Cheniere Energy Inc | 2.20% | 148.18 | -0.12% |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of mid-capitalization companies. Mid-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell Midcap® Index on the last business day of the month in which its most recent reconstitution was completed. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | FISGX |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | Russell Mid Cap Growth TR USD |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Nuveen |
| Prospectus Benchmark Index | |
| Russell Mid Cap Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Gregory Ryan | 3.88 yrs |
| Bihag Patel | 2.93 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (2-6-23) | 0.00% |
| 30-Day SEC Yield (7-31-20) | Upgrade |
| 7-Day SEC Yield (11-30-06) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 28.47 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of November 30, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 1/9/1995 |
| Last Annual Report Date | 10/31/2022 |
| Last Prospectus Date | 2/28/2022 |
| Share Classes | |
| FISGX | Inst |
| FMEFX | Retirement |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |