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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
25.00
+0.95 (3.95%)
May 12, 2025, 4:00 PM EDT
1.05%
Fund Assets 201.57M
Expense Ratio 1.13%
Min. Investment $3,000
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 24.05
YTD Return -8.66%
1-Year Return -2.79%
5-Year Return 32.09%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 87
Inception Date Jan 9, 1995

About FRSLX

The Fund's investment strategy focuses on Mid-Cap with 1.17% total expense ratio. The minimum amount to invest in Nuveen Investment Funds, Inc: Nuveen Mid Cap Growth Opportunities Fund; Class A Shares is $3,000 on a standard taxable account. Nuveen Investment Funds, Inc: Nuveen Mid Cap Growth Opportunities Fund; Class A 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.

Fund Family Nuveen Fds
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FRSLX
Share Class Class A
Index Russell MidCap Growth TR

Performance

FRSLX had a total return of -2.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.97%.

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 Fund 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

17.97% of assets
Name 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%
View More Holdings