Nuveen Small/Mid Cap Growth Opportunities Fund Class R6 (FMEFX)
| Fund Assets | 164.97M |
| Expense Ratio | 0.80% |
| Min. Investment | $1,000,000 |
| 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 | 41.91 |
| YTD Return | 0.62% |
| 1-Year Return | 6.05% |
| 5-Year Return | 32.50% |
| 52-Week Low | 32.64 |
| 52-Week High | 45.42 |
| Beta (5Y) | n/a |
| Holdings | 85 |
| Inception Date | Feb 28, 2013 |
About FMEFX
Nuveen Small/Mid Cap Growth Opportunities Fund Class R6 is a diversified mutual fund designed to provide investors access to the growth potential of small- and mid-cap U.S. companies. The fund primarily seeks long-term capital appreciation by investing at least 80% of its assets in equity securities of companies that fall within the small- and mid-capitalization range, as defined by its benchmark, the Russell 2500 Growth Index. It employs a traditional growth investment strategy, focusing on firms with sustainable earnings growth and high-quality characteristics. The fund’s portfolio is actively managed and diversified across various sectors, with top holdings often including companies in industrials, healthcare, financials, and consumer discretionary segments. Nuveen Small/Mid Cap Growth Opportunities Fund Class R6 is managed by an experienced team, aiming to identify businesses with robust growth prospects over time. It plays a significant role in the financial market by providing institutional and sophisticated investors with targeted exposure to dynamic segments of the U.S. equity landscape, enabling portfolio diversification and opportunities for enhanced returns relative to large-cap or broad market funds.
Performance
FMEFX had a total return of 6.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.68%.
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% |