Nuveen Mid Cap Fund Quote

FASEX Fund  USD 62.01  0.62  1.01%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Nuveen Mid is trading at 62.01 as of the 26th of November 2024; that is 1.01% up since the beginning of the trading day. The fund's open price was 61.39. Nuveen Mid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good 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 31st of January 2024 and ending today, the 26th of November 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

Moving together with Nuveen Mutual Fund

  0.97EMGRX Nuveen Small CapPairCorr

Moving against Nuveen Mutual Fund

  0.69FAFMX Nuveen Ohio MunicipalPairCorr
  0.65FAFLX Nuveen Louisiana MunPairCorr
  0.59FRKSX Nuveen Kansas MunicipalPairCorr
  0.5FAFOX Nuveen Kansas MunicipalPairCorr
  0.41FACCX Nuveen All AmericanPairCorr
  0.38FAARX Nuveen All AmericanPairCorr

Nuveen Mutual Fund Highlights

Fund ConcentrationNuveen Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Nuveen, Large, Mid-Cap Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Nuveen Mid Cap [FASEX] is traded in USA and was established 26th of November 2024. Nuveen Mid is listed under Nuveen category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Nuveen family. This fund currently has accumulated 473.44 M in assets under management (AUM) with no minimum investment requirementsNuveen Mid Cap is currently producing year-to-date (YTD) return of 18.72% with the current yeild of 0.01%, while the total return for the last 3 years was 7.12%.
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

UALUnited Airlines HoldingsStockIndustrials
BCBrunswickStockConsumer Discretionary
DHIDR HortonStockConsumer Discretionary
NCLHNorwegian Cruise LineStockConsumer Discretionary
KEYKeyCorpStockFinancials
CIENCiena CorpStockInformation Technology
OMFOneMain HoldingsStockFinancials
ETREntergyStockUtilities
More Details

Nuveen Mid Cap Risk Profiles

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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