Nuveen Small/Mid Cap Growth Opp I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Nuveen Small/Mid Cap Growth Opportunities Fund Class I FISGX
- NAV / 1-Day Return 46.82 / −0.89 %
- Total Assets 177.2M
-
Adj. Expense Ratio
0.880%
- Expense Ratio 0.880%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 119%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FISGX
Will FISGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FISGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FISGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Sterling Infrastructure Inc | 2.37 | 4M | Industrials |
FTAI Aviation Ltd | 2.17 | 4M | Industrials |
Credo Technology Group Holding Ltd | 1.98 | 4M | Technology |
Bloom Energy Corp Class A | 1.94 | 4M | Industrials |
State Str Navigator Secs Lending Tr | 1.91 | 3M | Cash and Equivalents |
Fabrinet | 1.90 | 3M | Technology |
FirstCash Holdings Inc | 1.87 | 3M | Financial Services |
Axsome Therapeutics Inc | 1.86 | 3M | Healthcare |
Modine Manufacturing Co | 1.78 | 3M | Consumer Cyclical |
Dynatrace Inc Ordinary Shares | 1.76 | 3M | Technology |
United States