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FISGX: NUVEEN MID CAP GROWTH OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 45.18 1.81(3.85%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 03/28/1990 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 8.74% |
| Expenses | 0.92% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/28/1990 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 11.9 | 23.5 | 14.3 | 3.8 | 10.8 | 10.0 | 9.1 | 10.2 | -0.4 | 13.7 | 20.3 | -30.1 | 5.0 | 46.6 | 33.9 | -9.3 | 25.0 | 1.4 | -0.7 | 8.5 | 36.9 | 15.1 | -2.7 | 28.1 | 45.8 | -45.7 | 17.2 | 9.6 | 12.5 | 21.8 | 33.4 | -15.2 | -3.4 | 25.5 | 2.6 | 4.9 | 17.3 | 18.9 | 15.7 | -2.6 | 8.0 | 5.0 | 48.4 | 6.0 |
| Sharpe Ratio | NA | 1.2 | 1.06 | 0.54 | 0.05 | 0.4 | NA | NA | 0.39 | -0.05 | 0.58 | 0.98 | -0.92 | 0.24 | 1.31 | 2.0 | -0.52 | 2.41 | 0.08 | -0.04 | 0.5 | 2.68 | 0.93 | -0.09 | 1.2 | 1.64 | -1.08 | 0.82 | 0.41 | 0.78 | 1.37 | 1.94 | -0.64 | -0.26 | 0.72 | -0.04 | 0.05 | 0.74 | 1.0 | 0.71 | -0.5 | 0.6 | 0.22 | 2.96 | 0.16 |
| Draw Down(%) | NA | 11.6 | 11.6 | 28.2 | 43.3 | 43.3 | NA | NA | 57.5 | 26.8 | 11.7 | 15.8 | 37.3 | 13.9 | 33.9 | 9.3 | 25.6 | 4.3 | 18.0 | 13.3 | 11.7 | 6.6 | 10.8 | 24.5 | 18.4 | 18.1 | 55.5 | 10.7 | 16.5 | 8.2 | 14.1 | 11.7 | 31.1 | 27.9 | 16.4 | 20.4 | 36.7 | 13.8 | 17.3 | 17.0 | 14.7 | 9.5 | 13.9 | 8.4 | 19.5 |
| Standard Deviation(%) | NA | 22.8 | 19.6 | 20.5 | 23.5 | 22.7 | NA | NA | 21.2 | 26.0 | 17.4 | 17.1 | 34.3 | 20.7 | 35.2 | 16.2 | 20.6 | 10.1 | 16.2 | 16.5 | 17.0 | 13.8 | 16.2 | 29.4 | 23.4 | 27.9 | 43.0 | 17.3 | 15.1 | 13.1 | 15.2 | 16.9 | 25.5 | 23.0 | 29.7 | 18.2 | 27.1 | 18.3 | 15.1 | 16.5 | 11.5 | 9.7 | 11.3 | 15.0 | 15.9 |
| Treynor Ratio | NA | 0.26 | 0.2 | 0.1 | 0.01 | 0.09 | NA | NA | 0.08 | -0.01 | 0.09 | 0.17 | -0.3 | 0.05 | 0.47 | 0.29 | -0.1 | 0.21 | 0.01 | -0.01 | 0.07 | 0.37 | 0.16 | -0.03 | 0.27 | 0.49 | -0.51 | 0.14 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.06 | 0.05 | 0.0 | -0.01 | 0.0 | NA | NA | 0.02 | -0.04 | -0.01 | -0.01 | 0.0 | -0.06 | 0.04 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | 0.01 | -0.01 | 0.02 | -0.02 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.06 | 1.08 | 1.06 | 1.04 | NA | NA | 1.0 | 1.09 | 1.1 | 0.98 | 1.05 | 1.11 | 0.97 | 1.13 | 1.11 | 1.15 | 0.99 | 1.01 | 1.2 | 1.01 | 0.97 | 1.02 | 1.05 | 0.92 | 0.91 | 0.98 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.79 | 0.77 | 0.88 | 0.93 | 0.94 | NA | NA | 0.62 | 0.8 | 0.92 | 0.93 | 0.97 | 0.95 | 0.97 | 0.94 | 0.97 | 0.88 | 0.94 | 0.94 | 0.94 | 0.94 | 0.93 | 0.98 | 0.97 | 0.97 | 0.97 | 0.96 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 8.5 | 3.4 | 5.3 | 9.9 | 9.6 | 9.0 | N/A | 8.3 | 0.0 | 0.0 | 0.0 | 20.4 | 13.1 | 21.7 | 14.5 | 18.1 | 4.0 | 7.2 | 16.3 | 20.3 | 7.6 | 3.6 | 0.2 | 0.0 | 0.0 | 11.4 | 9.2 | 10.9 | 16.0 | 3.6 | 0.0 | 0.0 | 41.4 | 1.8 | 0.7 | 11.6 | 14.0 | 0.0 | 0.1 | 0.2 | 0.6 | 1.1 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -77.8 | -51.9 | 22.9 | 38.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | 101.9 | -31.4 | 13.0 | -14.7 | 355.1 | -49.9 | -59.1 | -10.7 | 190.7 | 98.4 | 2378.1 | N/A | N/A | -100.0 | 22.7 | -10.9 | -29.3 | 465.1 | N/A | N/A | -100.0 | 2157.8 | 156.5 | -93.1 | -15.2 | 131475.0 | -84.0 | -63.8 | -61.5 | -15.2 | -28.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/1990
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