Nuveen Mid Cap Growth Opportunities Fund (FISGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FISGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FISGX
FISGX charges 0.92% annually. There are 76 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | FISGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FISGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | FISGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | FISGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | FISGX vs VMGMX |
Best Risk-Adjusted Alternatives to FISGX
FISGX has a PortfoliosLab risk / return rank of 36. There are 27 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | FISGX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | FISGX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | FISGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | FISGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | FISGX vs POAGX |
Top Performing FISGX Alternatives (YTD)
FISGX is at 15.94% YTD. There are 24 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | FISGX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | FISGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | FISGX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | FISGX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | FISGX vs CTIGX |
Lowest Volatility Alternatives to FISGX
FISGX has 19.27% 1-year volatility. There are 124 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | FISGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | FISGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | FISGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | FISGX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | FISGX vs SGFFX |
Lowest Drawdown Alternatives to FISGX
FISGX has a 1-year max drawdown of -11.60%. There are 48 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | FISGX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | FISGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | FISGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | FISGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | FISGX vs SECUX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | FISGX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | FISGX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | FISGX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | FISGX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | FISGX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | FISGX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | FISGX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | FISGX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | FISGX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | FISGX vs NELIX |
Often Compared With FISGX
Investors most often compare FISGX with OSGIX, TEGAX, KMKNX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FISGX with Any Fund or Stock
Compare FISGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FISGX with funds that move differently
Nuveen Mid Cap Growth Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FISGX.
Explore FISGX Diversifiers