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  •  Dow Down 1.45% Nasdaq Down 1.03%

    Nuveen Mid Cap Value R3 (FMVSX)

    33.99 Down 0.54(1.56%) Jan 30
    Prev Close:34.53
    YTD Return*:9.18%
    Net Assets*:130.40M
    Yield*:0.60%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for FMVSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BBY2.83-0.49
    HIG2.430.24
    SLM2.321.28
    IVZ2.28-0.96
    HST2.240.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:130.4M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.59%

    Performance & Risk

    YTD Return:9.18%
    5y Avg Return:12.95%
    Rank in Category (ytd):52
    % Rank in Category (ytd):11.3%
    Beta (3y):1.18
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of mid-capitalization companies. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. In addition, the fund may invest up to 25% of its assets, collectively, in non-dollar denominated equity securities of non-U.S. issuers and in dollar-denominated equity securities of non-U.S. issuers. View More
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