Nuveen Small/Mid Cap Growth Opportunities Fund Class I (FISGX)
| Fund Assets | 164.97M |
| Expense Ratio | 0.88% |
| Min. Investment | $100,000 |
| Turnover | 58.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 40.77 |
| YTD Return | 1.38% |
| 1-Year Return | 6.15% |
| 5-Year Return | 30.88% |
| 52-Week Low | 31.76 |
| 52-Week High | 44.21 |
| Beta (5Y) | n/a |
| Holdings | 85 |
| Inception Date | Dec 28, 1989 |
About FISGX
Nuveen Small/Mid Cap Growth Opportunities Fund Class I is an actively managed mutual fund focused on U.S. small- and mid-cap growth equities. The fund aims to achieve capital appreciation by investing primarily in companies demonstrating sustainable earnings growth over the long term. It employs a traditional growth strategy, targeting quality businesses within the small- and mid-cap segments, which typically display higher growth potential compared to larger, established firms. Following a strategic update in February 2025, the fund broadened its mandate to cover both small- and mid-cap stocks, shifting its benchmark to the Russell 2500 Growth Index to better reflect its expanded universe. Managed by a seasoned team, the fund offers investors diversified exposure across dynamic sectors, making it a vehicle for capturing growth opportunities in emerging and innovative areas of the U.S. economy.
Performance
FISGX had a total return of 6.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.43%.
Top 10 Holdings
18.67% of assets| Name | Symbol | Weight |
|---|---|---|
| Wingstop Inc. | WING | 2.04% |
| FirstCash Holdings, Inc. | FCFS | 2.02% |
| Duolingo, Inc. | DUOL | 1.95% |
| Carpenter Technology Corporation | CRS | 1.89% |
| Equitable Holdings, Inc. | EQH | 1.86% |
| Texas Roadhouse, Inc. | TXRH | 1.86% |
| Applied Industrial Technologies, Inc. | AIT | 1.78% |
| Vulcan Materials Company | VMC | 1.78% |
| Permian Resources Corporation | PR | 1.77% |
| Natera, Inc. | NTRA | 1.74% |