3 / 5 Stars
4 4 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#52 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.59 percent over the past year, 13.76 percent over the past three years, 23.20 percent over the past five years, and 9.69 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||23.2%|
|10 Years (Annualized)||9.7%|
The investment seeks capital appreciation. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of mid-capitalization companies, defined as companies that have market capitalizations at the time of purchase within the market capitalization range of the companies in the Russell Midcap® Index immediately after its most recent reconstitution prior to such purchase. It may frequently invest in companies at the time of their initial public offering. The fund may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers.
Fees are High compared to funds in the same category.
Nuveen Mid Cap Growth Opportunities Fund has an expense ratio of 1.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.