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Morningstar

Nuveen Mid Cap Growth Opps I FISGX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 31.59  /  0.98 %
  • Total Assets 180.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 67%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:12 PM GMT+0

Morningstar’s Analysis FISGX

Will FISGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FISGX’s performance objective and investment process is for both security selection and portfolio construction.

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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Nuveen Mid Cap Growth Opps I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FISGX

More FISGX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verisk Analytics Inc

3.02
5,876,742
Industrials

Ross Stores Inc

2.50
4,876,054
Consumer Cyclical

Veeva Systems Inc Class A

2.46
4,791,335
Healthcare

DexCom Inc

2.37
4,614,079
Healthcare

CrowdStrike Holdings Inc Class A

2.35
4,586,849
Technology

MSCI Inc

2.20
4,290,793
Financial Services

Ameriprise Financial Inc

2.14
4,177,552
Financial Services

Permian Resources Corp Class A

2.11
4,102,019
Energy

Five9 Inc

2.03
3,951,185
Technology

Quanta Services Inc

1.87
3,636,417
Industrials