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Morningstar

Nuveen Mid Cap Growth Opps A FRSLX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 24.47  /  +0.25 %
  • Total Assets 183.6 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield —
  • Turnover 71%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FRSLX

Will FRSLX 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 FRSLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FRSLX 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 FRSLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Nuveen Mid Cap Growth Opps A earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FRSLX

More FRSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ameriprise Financial Inc

2.69 5.1 Mil
Financial Services

The Trade Desk Inc Class A

2.68 5.1 Mil
Technology

Monolithic Power Systems Inc

2.66 5.0 Mil
Technology

Datadog Inc Class A

2.62 4.9 Mil
Technology

Verisk Analytics Inc

2.58 4.9 Mil
Industrials

Burlington Stores Inc

2.43 4.6 Mil
Consumer Cyclical

DexCom Inc

2.30 4.3 Mil
Healthcare

PTC Inc

2.24 4.2 Mil
Technology

Tyler Technologies Inc

2.21 4.2 Mil
Technology

Veeva Systems Inc Class A

2.13 4.0 Mil
Healthcare