Nuveen Small/Mid Cap Growth Opportunities Fund Class A (FRSLX)

Fund Assets	164.97M
Expense Ratio	1.13%
Min. Investment	$3,000
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	26.45
YTD Return	1.56%
1-Year Return	6.88%
5-Year Return	34.24%
52-Week Low	20.62
52-Week High	28.72
Beta (5Y)	n/a
Holdings	85
Inception Date	Jan 9, 1995

About FRSLX

The Nuveen Small/Mid Cap Growth Opportunities Fund is a diversified mutual fund focused on identifying and investing in U.S. small- and mid-cap companies with strong growth potential. The fund implements a traditional growth investment strategy, aiming to select quality companies that demonstrate sustainable earnings growth over the long term. With a primary goal of capital appreciation, the fund typically allocates at least 80% of its assets to equity securities of small- and mid-cap growth firms, using the Russell 2500 Growth Index as its benchmark. This approach enables investors to gain targeted exposure to dynamic sectors and industries that drive innovation and expansion within the U.S. economy. Managed by a team with experience in small- and mid-cap equity markets, the fund seeks to achieve a balance between diversification and the pursuit of above-average returns relative to its peers. The fund plays a significant role for investors seeking growth opportunities beyond large-cap stocks, providing access to companies that may be underrepresented in broader market indexes yet hold substantial potential for long-term market impact.

• Fund Family: Nuveen
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: FRSLX
• Share Class: Class A
• Index: Russell MidCap Growth TR

Performance

FRSLX had a total return of 6.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.29%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FMEFX	Class R6	0.80%
FMEFX	Class R6	0.80%
FISGX	Class I	0.88%
FISGX	Class I	0.88%

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%