| 12.30 Net Asset Value | -0.40% 1 Day | +15.93% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | 5.75 Sales Expenses | 1.84% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +5.40% | 3 years | +14.07% | |
| 3 months | +8.85% | 5 years | +5.06% | |
| 1 year | +23.39% | Since inception | +5.51% |
| FATAX | Category | |
|---|---|---|
| Performance 5-yr return | +5.06% | +6.81% |
| Expense ratio | 1.84% | 1.27% |
| Risk 5 year sharpe ratio | 0.29 | 0.35 |
| Net assets | $26.8M | $1.4B |
| Average market cap | $6.6B | $6.2B |
| Average P/E | 15.1 | 18.1 |
| Portfolio turnover | 198% | 198% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Nuveen |
| Fund manager & tenure | Anthony Burger / 7 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 16.56% |
| Financial service | 13.96% |
| Consumer goods | 12.03% |
| Hardware | 11.88% |
| Consumer service | 11.58% |
| TSN Tyson Foods, Inc. Class A | 1.71% |
| NUS Nu Skin Enterprises, Inc. Class A | 1.65% |
| SLM SLM Corp | 1.65% |
| EIX Edison International | 1.61% |
| ROK Rockwell Automation | 1.60% |
| MXIM Maxim Integrated Products Inc. | 1.57% |
| WHR Whirlpool Corporation | 1.56% |
| IP International Paper Co. | 1.51% |
| PETM PetSmart Inc. | 1.49% |
| AOL AOL, Inc. | 1.44% |
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