Nuveen Small/Mid Cap Growth Opportunities Fund Class I (FISGX)
Fund Assets | 719.88M |
Expense Ratio | 0.88% |
Min. Investment | $100,000 |
Turnover | n/a |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 37.07 |
YTD Return | -4.96% |
1-Year Return | 1.32% |
5-Year Return | 41.85% |
52-Week Low | n/a |
52-Week High | n/a |
Beta (5Y) | n/a |
Holdings | 87 |
Inception Date | Dec 28, 1989 |
About FISGX
The Fund's investment strategy focuses on Mid-Cap with 0.92% total expense ratio. The minimum amount to invest in Nuveen Investment Funds, Inc: Nuveen Mid Cap Growth Opportunities Fund; Class I Shares is $100,000 on a standard taxable account. Nuveen Investment Funds, Inc: Nuveen Mid Cap Growth Opportunities Fund; Class I Shares seeks capital appreciation. Under normal market conditions, the Fund invests primarily in common stocks of mid-capitalization companies, defined as companies that have market capitalizations at the time of purchase within the range of companies constituting the Russell Midcap Index.
Performance
FISGX had a total return of 1.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.28%.
Top 10 Holdings
17.97% of assetsName | Symbol | Weight |
---|---|---|
Permian Resources Corporation | PR | 2.01% |
FirstCash Holdings, Inc. | FCFS | 1.96% |
Fixed Income Clearing Corp Repo | n/a | 1.86% |
Vulcan Materials Company | VMC | 1.84% |
Applied Industrial Technologies, Inc. | AIT | 1.82% |
Kinsale Capital Group, Inc. | KNSL | 1.79% |
HEICO Corporation | HEI.A | 1.71% |
Merit Medical Systems, Inc. | MMSI | 1.67% |
Equitable Holdings, Inc. | EQH | 1.67% |
Texas Roadhouse, Inc. | TXRH | 1.64% |