Nuveen Mid Cap Growth Opps I
(FISGX)
-0.18
-0.36%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 49.79 |
| Category | Mid-Cap Growth |
| Net Assets | 754.96 Mil |
| Yield | 0.00% |
| Morningstar Risk | Average |
| Morningstar Return | Above Average |
- Last NAV update 5/24/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of mid-capitalization companies, defined as companies that have market capitalizations at the time of purchase within the market capitalization range of the companies in the Russell Midcap® Index immediately after its most recent reconstitution prior to such purchase. It may frequently invest in companies at the time of their initial public offering. The fund may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 45.80% | 27.91% | -2.72% | 15.12% | 12.93% |
| Value ($) | 14,580.00 | 18,649.28 | 18,142.02 | 20,885.09 | 23,585.53 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Nuveen |
| Fund Manager | Harold Goldstein |
| Tenure (Years) | 8 |
| Fund Status | Open |
| Minimum Initial Purchase | 100,000.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 1.02% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 5.11% |
| 3 Months | 7.29% |
| 1 Year | 15.60% |
| 3 Years* | 18.09% |
| 5 Years* | 6.70% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| FISGX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 6.70% | 5.29% |
| Sharpe Ratio | 0.76 | 0.69 |
| Net Assets | 754.96 Mil | 359.02 Mil |
| Avg Market Cap | 9.49 Bil | 6.91 Bil |
| Avg P/E | 23.19 | 18.56 |
| Portfolio Turnover | 113 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.87% |
| Cash | 0.13% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Cerner Corporation | 2.35% |
| Amphenol Corp | 2.19% |
| SBA Communications Corp | 2.11% |
| AutoZone Inc | 2.08% |
| LinkedIn Corp | 2.05% |
| PPG Industries, Inc. | 1.98% |
| Verisk Analytics, Inc. | 1.86% |
| Sirius XM Radio Inc. | 1.85% |
| Ross Stores, Inc. | 1.73% |
| Regeneron Pharmaceuticals, Inc. | 1.72% |
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