Morningstar

Nuveen Quant Mid Cap Growth Fund A Class TCMGX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $18.91  /  +0.16 %
  • Fund Size $609.8M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 171%
NAV and 1-Day Return as of

Morningstar’s Analysis TCMGX

Will TCMGX outperform in the 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 TCMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Quant Mid Cap Growth A 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TCMGX

More TCMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

3.91 25M
Technology

Cencora Inc

3.39 22M
Healthcare

Lumentum Holdings Inc

2.63 17M
Technology

Datadog Inc Class A

2.57 16M
Technology

Teradyne Inc

2.55 16M
Technology

Chipotle Mexican Grill Inc

2.52 16M
Consumer Cyclical

ATI Inc

2.45 16M
Industrials

Snowflake Inc Ordinary Shares

2.45 16M
Technology

Heico Corp Class A

2.28 15M
Industrials

Dynatrace Inc Ordinary Shares

2.11 14M
Technology

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