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Nuveen Mid Cap Value Fund Class R3 (FMVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.27+0.15 (+0.28%)
At close: 09:00PM EDT

Nuveen Mid Cap Value Fund Class R3

NUVEEN INVESTMENT FUNDS INC

333 WEST WACKER DR.

CHICAGO IL 60606

800-257-8787
Management information
Karen L. Bowie,Lead manager since 29 April 2012
Karen is a portfolio manager of Nuveen’s Small Cap Value and Mid Cap Value strategies and related institutional portfolios. She joined the team managing Small Cap Value in 2005 and she took over primary portfolio management responsibilities for Mid Cap Value in 2012. Prior to her management roles, she was responsible for equity research in the financial sector for the small cap value team.Karen began working in the investment industry and joined the firm in 1984 as an equity portfolio manager and equity research analyst. From 1989 to 1999 she served as an institutional portfolio manager and head of the fixed income group for the Ohio/Kentucky region at PNC Financial, before rejoining the firm in 1999. Karen also worked in equity research and fund management for PNC Financial and has been an adjunct associate professor at the University of Cincinnati, where she taught Finance and Economics.Karen graduated with a B.S.B.A. and an M.B.A. from Xavier University and a J.D. from Salmon P. Chase College of Law. She holds the CFA designation and is a member of the CFA Institute.
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Value
Fund familyNuveen
Net assets395.86M
YTD return24.49%
Yield1.04%
Morningstar rating★★★
Inception date23 Sept 2001

Fund operations

Last dividend0.54
Last cap gain0.00
Holdings turnover56.00%
Average for categoryN/A

Fees and expenses

ExpenseFMVSXCategory average
Annual report expense ratio (net)1.42%1.01%
Prospectus net expense ratio1.42%N/A
Prospectus gross expense ratio1.52%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection466N/A
5-yr expense projection815N/A
10-yr expense projection1,800N/A