Nuveen Mid Cap Growth Opportunities Fund (FISGX)

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The chart shows the growth of an initial investment of $10,000 in Nuveen Mid Cap Growth Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Nuveen Mid Cap Growth Opportunities Fund (FISGX) has returned -5.08% so far this year and 16.04% over the past 12 months. Over the last ten years, FISGX has had an annualized return of 11.65%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Dec 28, 1989, FISGX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, your investment would double in approximately 5.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 2019 with a return of +25.8%, while the worst month was Aug 1998 at -22.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FISGX closed higher 54% of trading days. The best single day was Dec 16, 2019 with a return of +25.5%, while the worst single day was Mar 16, 2020 at -12.4%.

Nuveen Mid Cap Growth Opportunities Fund has an annualized alpha of 2.33%, beta of 1.03, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since December 29, 1989.

• This fund captured 112.20% of S&P 500 Index gains and 102.19% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.33% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.03 and R² of 0.75, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FISGX has an expense ratio of 0.92%, placing it in the medium range.

FISGX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Nuveen Mid Cap Growth Opportunities Fund (FISGX) and compare them to a chosen benchmark (S&P 500 Index).

Nuveen Mid Cap Growth Opportunities Fund provided a 8.80% dividend yield over the last twelve months, with an annual payout of $3.37 per share.

The table displays the monthly dividend distributions for Nuveen Mid Cap Growth Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Nuveen Mid Cap Growth Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nuveen Mid Cap Growth Opportunities Fund was 57.51%, occurring on Nov 20, 2008. Recovery took 542 trading sessions.

The current Nuveen Mid Cap Growth Opportunities Fund drawdown is 11.61%.

The chart below shows the rolling one-month volatility.