Nuveen Mid Cap Fund Quote
| FRSLX Fund | USD 28.14 0.06 0.21% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Nuveen Mid is trading at 28.14 as of the 1st of December 2024; that is 0.21% up since the beginning of the trading day. The fund's open price was 28.08. Nuveen Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Nuveen Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of mid-capitalization companies. Mid-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell Midcap Index on the last business day of the month in which its most recent reconstitution was completed.. More on Nuveen Mid Cap
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Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Nuveen (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Nuveen Mid Cap [FRSLX] is traded in USA and was established 1st of December 2024. Nuveen Mid is listed under Nuveen category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Nuveen family. This fund currently has accumulated 201.57 M in assets under management (AUM) with no minimum investment requirementsNuveen Mid Cap is currently producing year-to-date (YTD) return of 20.63%, while the total return for the last 3 years was -1.48%.
Check Nuveen Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen Mid Cap Mutual Fund Constituents
| IR | Ingersoll Rand | Stock | Industrials | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| CNC | Centene Corp | Stock | Health Care | |
| RNG | Ringcentral | Stock | Information Technology | |
| GNRC | Generac Holdings | Stock | Industrials | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| EFX | Equifax | Stock | Industrials | |
| DXCM | DexCom Inc | Stock | Health Care |
Nuveen Mid Cap Risk Profiles
| Mean Deviation | 0.7483 | |||
| Semi Deviation | 0.8656 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 |
Nuveen Mid Against Markets
Other Information on Investing in Nuveen Mutual Fund
Nuveen Mid financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Mid security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |