Mutual Funds - Profile

Nuveen Mid Cap Growth Opportunities Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation through investing in the mid-size companies in the U.S.

The investment process starts with a list of companies included in the benchmark Russell Midcap Index between market capitalization of $0.6 billion and $50 billion but the fund generally invests in companies with market capitalization between $5 billion and $20 billion.

The research team then ranks companies based on financial metrics and identify companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of More

Price

  • Last Close
  • $19.44
    -0.33
  • 52 Week HL
  • $20.72 - $15.11
  • Net Assets
  • $441.2 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 24, 2021

Top 10 Holdings
Feb 24, 2021

Company Holding
Synopsys Inc 2.9
Roku Inc 2.5
Chipotle Mexican 2.2
RingCentral Inc 2.2
Match Group 2.2
Company Holding
MSCI Inc 2.2
DocuSign Inc 2.2
Lululemon Athletica 2.2
Align Technology 2.2
Horizon Therapeutics 2.1
Total 22.9%

Manager

  • Name
  • Gregory J. Ryan
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
4.2 % YTD

  • 3 Year
  • -11.55%
  • 5 Year
  • 17.67%
  • Best
  • 44.36%
    2009
  • Worst
  • -46.19%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FMECX 9%35%34%-6%24%6%-1%0%0%0%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -1.8% -18.5% 19.6% 2.5% 7.2% -5.1% 5.5% 1.5% 8.5% 17% -
Q2 7.8% 32.1% 4.6% 5% 5.5% 1.8% 0.3% 2.7% 2.7% -5.1% -
Q3 5.9% 10.2% -3.6% 5.9% 4.8% 6.1% -9% -2% 10.1% 3.4% -
Q4 - -4.5% -26.2% -19.6% 4.2% -2% 2.2% 5.2% 10.1% -1.6% -

Returns +
M

J F M A M J J A S O N D
2021 -1.1% 2.4% -3.1% 5.5% -2.7% 5.1% 2.3% 2.5% 1% -7.1% - -
2020 1.3% -5.9% -14.5% 16.4% 8% 5% 7.9% 2.5% -0.4% 0.4% 13.7% -16.3%

Annual Return

Index Comparison

Alpha

NAV