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Nuveen Mid Cap Growth Opportunities Cl I: (MF: FISGX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$37.67 USD
+0.04 (0.11%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.42 | 69 |
| 3 months | 3.44 | 61 |
| 6 months | 23.46 | 29 |
| 1 Year | 16.89 | 63 |
| 3 Year | -4.37 | 93 |
| 5 Year | 7.17 | 85 |
| 10 Year | 8.50 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 159.63 |
| Bear Market (10/07 - 2/09) | -51.02 |
| Bull Market (2/09 - 3/21) | 600.46 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 21.74 |
| 5 Year | 9.72 |
| 10 Year | 8.81 |
| Since Inception | 10.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.84 | NA | NA | NA |
| 2023 | 9.50 | 4.64 | -6.20 | 11.88 |
| 2022 | -14.35 | -23.32 | -0.46 | 6.92 |
| 2021 | -1.58 | 8.11 | 0.01 | -1.75 |
| 2020 | -18.22 | 32.32 | 10.59 | 22.29 |
| 2019 | 19.84 | 6.41 | -2.42 | 7.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.42 | 20.26 | -30.11 | 4.55 | 46.35 | 33.72 | -8.90 | 24.79 | 1.42 | -0.73 | 8.57 |
| % Total Return Rel to Index | -2.62 | -5.98 | -11.90 | -24.13 | 27.94 | 2.23 | -4.51 | 2.99 | -10.51 | -2.12 | -5.06 |
| % Total Return Rel to Peer | -1.41 | -2.73 | -10.41 | -17.50 | 26.43 | 5.30 | -2.04 | 4.11 | -6.39 | 0.86 | 0.37 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 5.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 10.16 | 5.04 | 7.34 | 6.49 | 7.62 | 1.67 | 3.34 | 8.17 |
| Expense Ratio | 0.00 | 0.92 | 0.92 | 0.92 | 0.92 | 0.92 | 0.92 | 0.92 | 1.02 | 1.05 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%