Nuveen Mid Cap Fund Quote
FRSLX Fund | USD 23.39 0.34 1.43% |
PerformanceVery Weak
| Odds Of DistressLow
|
Nuveen Mid is trading at 23.39 as of the 19th of March 2025; that is 1.43% down since the beginning of the trading day. The fund's open price was 23.73. Nuveen Mid has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. 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 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.. 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 | 31st of March 2025 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
Nuveen Mid Cap [FRSLX] is traded in USA and was established 19th of March 2025. 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 5.28%, while the total return for the last 3 years was 3.65%.
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
NVCR | Novocure | Stock | Health Care | |
IAC | IAC Inc | Stock | Communication Services | |
EA | Electronic Arts | Stock | Communication Services | |
MCHP | Microchip Technology | Stock | Information Technology | |
ALGN | Align Technology | Stock | Health Care | |
MSCI | MSCI Inc | Stock | Financials | |
VFC | VF Corporation | Stock | Consumer Discretionary | |
EW | Edwards Lifesciences Corp | Stock | Health Care |
Nuveen Mid Cap Risk Profiles
Mean Deviation | 1.19 | |||
Standard Deviation | 1.54 | |||
Variance | 2.36 | |||
Risk Adjusted Performance | (0.14) |
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.
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