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 75 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 | |
| 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% | 33.80B | Sep 2011 | FISGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | FISGX vs VMFGX |
Best Risk-Adjusted Alternatives to FISGX
FISGX has a PortfoliosLab risk / return rank of 43. There are 28 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 Institutional Class | 93 | — | Dec 2016 | FISGX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | FISGX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | FISGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | FISGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | FISGX vs POAGX |
Top Performing FISGX Alternatives (YTD)
FISGX is at 19.31% YTD. There are 25 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | FISGX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | FISGX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | FISGX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | FISGX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | FISGX vs OEGYX |
Lowest Volatility Alternatives to FISGX
FISGX has 20.20% 1-year volatility. There are 121 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | FISGX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | FISGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | FISGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | FISGX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | FISGX vs RIPIX |
Lowest Drawdown Alternatives to FISGX
FISGX has a 1-year max drawdown of -11.60%. There are 46 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 TIEIX, QQQX, SPXX and span 12 categories.
Often Compared With FISGX
Investors most often compare FISGX with OSGIX, TEGAX, KMKNX. These 20 comparison targets span 5 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