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.
Nuveen Mid Cap Growth Opps A FRSLX
- NAV / 1-Day Return 24.06 / −0.99 %
- Total Assets 192.5 Mil
-
Adj. Expense Ratio
- 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 Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 3.25 | 6.6 Mil | Technology |
Veeva Systems Inc Class A | 2.46 | 5.0 Mil | Healthcare |
Ross Stores Inc | 2.42 | 4.9 Mil | Consumer Cyclical |
Ameriprise Financial Inc | 2.40 | 4.8 Mil | Financial Services |
DexCom Inc | 2.35 | 4.7 Mil | Healthcare |
Verisk Analytics Inc | 2.32 | 4.7 Mil | Industrials |
Yum Brands Inc | 2.28 | 4.6 Mil | Consumer Cyclical |
Monolithic Power Systems Inc | 2.18 | 4.4 Mil | Technology |
Datadog Inc Class A | 2.12 | 4.3 Mil | Technology |
PTC Inc | 2.11 | 4.3 Mil | Technology |