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Nuveen Small/Mid Cap Growth Opp I (FISGX)

35.94
+0.18
+(0.50%)
At close: 8:03:49 PM EDT
Loading Chart for FISGX
  • Previous Close 35.76
  • YTD Return -4.05%
  • Expense Ratio 0.88%
  • Category Mid-Cap Growth
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 170.99M
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend --
  • Inception Date Dec 28, 1989

Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of small-capitalization and mid-capitalization growth companies. Small-capitalization and mid-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2500™ Index on the last business day of the month in which its most recent reconstitution was completed.

Nuveen

Fund Family

Mid-Cap Growth

Fund Category

170.99M

Net Assets

1989-12-28

Inception Date

Performance Overview: FISGX

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Trailing returns as of 3/28/2025. Category is Mid-Cap Growth.

YTD Return

FISGX
4.05%
Category
10.80%
 

1-Year Return

FISGX
0.65%
Category
48.17%
 

3-Year Return

FISGX
1.81%
Category
21.26%
 

5-Year Return

FISGX
7.99%
Category
20.18%
 

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Holdings: FISGX

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Sector Weightings

SectorFISGX
Technology   24.08%
Healthcare   22.77%
Industrials   17.08%
Energy   2.97%
Real Estate   0.00%
Utilities   0.00%

Recent News: FISGX

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Research Reports: FISGX

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