The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Nuveen Mid Cap Growth Opps R6 FMEFX
- NAV / 1-Day Return 38.46 / +0.63 %
- Total Assets 192.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 71%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:14 PM GMT+0
Morningstar’s Analysis FMEFX
Will FMEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 3.16 | 6.5 Mil | Technology |
DexCom Inc | 2.59 | 5.3 Mil | Healthcare |
Ameriprise Financial Inc | 2.54 | 5.2 Mil | Financial Services |
Veeva Systems Inc Class A | 2.48 | 5.1 Mil | Healthcare |
Ross Stores Inc | 2.34 | 4.8 Mil | Consumer Cyclical |
Yum Brands Inc | 2.25 | 4.6 Mil | Consumer Cyclical |
FirstCash Holdings Inc | 2.24 | 4.6 Mil | Financial Services |
Verisk Analytics Inc | 2.22 | 4.6 Mil | Industrials |
Datadog Inc Class A | 2.15 | 4.4 Mil | Technology |
PTC Inc | 2.14 | 4.4 Mil | Technology |