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Nuveen Mid Cap Value 1 C (FACSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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48.93+0.11 (+0.23%)
As of 08:05AM EDT. Market open.

Nuveen Mid Cap Value 1 C

CHICAGO IL 60606

333 WEST WACKER DR.

NUVEEN INVESTMENT FUNDS INC

312-917-8146
Management Information
David F. Johnson,Lead Manager since March 20, 2023
David is a portfolio manager of Nuveen’s Small Cap Value strategies and related institutional portfolios. He is also a senior equity research analyst for the small cap value team, specializing in the energy, materials, technology, and utilities sectors. David joined the firm in 1997 as an equity research analyst supporting the mid- and large-cap teams. He joined the small cap value team in 2001 as a dedicated research analyst covering multiple sectors. Previously, he was a securities analyst at The State of Wisconsin Investment Board and a lending officer at both Shawmut National Bank and Bank of New England. David began working in the investment industry in 1990. David graduated with a B.A. from St. Lawrence University and an M.B.A. from the University of Connecticut. David holds the CFA designation and is a member of the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Value
Fund FamilyNuveen
Net Assets464.66M
YTD Return7.67%
Yield0.23%
Morningstar Rating★★★
Inception DateJan 31, 1999

Fund Operations

Last Dividend0.12
Last Cap Gain15.00
Holdings Turnover28.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFACSXCategory Average
Annual Report Expense Ratio (net)1.91%1.01%
Prospectus Net Expense Ratio1.91%N/A
Prospectus Gross Expense Ratio2.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A