FMEFX

Active

Nuveen Small/Mid Cap Growth Opportunities Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.80%
Annual Cost per $10K
$80.00
30-Year Fee Drag per $10K
$15,346
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+12.90%

Asset Allocation

US Equity
96%
Intl Equity
2%
Cash
2%

Fee Comparison

FMEFX
0.80%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

25% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+47.49%3Y
Compare to

Fee Impact Calculator

$
%
FMEFX at 0.80%$303,882
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$76,730
Cost vs index fund−$73,542

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
FMEFXNuveen Small/Mid Cap Growth Opportunities Fund0.80%
JLGMXJPMorgan Large Cap Growth Fund0.94%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
PRBLXParnassus Core Equity Fund0.82%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
COWZPacer US Cash Cows 100 ETF0.49%
HNACXHarbor Capital Appreciation Fund0.59%
AULDXUltra Fund0.54%
JGACXJPMorgan Growth Advantage Fund0.99%
TRRCXT. Rowe Price Retirement 2030 Fund0.56%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
TRRDXT. Rowe Price Retirement 2040 Fund0.60%
EGFIXEdgewood Growth Fund$1M min1.00%
PLCGXLargeCap Growth Fund I0.94%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
TRRJXT. Rowe Price Retirement 2035 Fund0.59%
VHCOXVANGUARD CAPITAL OPPORTUNITY FUND0.43%
JHQAXJPMorgan Hedged Equity Fund0.82%
VEXPXVANGUARD EXPLORER FUND0.44%
FLMVXJPMorgan Mid Cap Value Fund1.09%
AGRDXGrowth Fund0.54%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TRRHXT. Rowe Price Retirement 2025 Fund0.54%
TRRKXT. Rowe Price Retirement 2045 Fund0.61%
CREFXCohen & Steers Real Estate Securities Fund0.75%
DCZRXMacquarie Small Cap Core Fund0.68%
TRRMXT. Rowe Price Retirement 2050 Fund0.63%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
PFFiShares Preferred and Income Securities ETF0.45%
GTENXGateway Fund0.65%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
JAGKX500 Index Trust0.50%
MOATVanEck Morningstar Wide Moat ETF0.47%
OEICXJPMorgan Equity Index Fund0.45%
PRCOXT. Rowe Price U.S. Equity Research Fund0.45%
SUWAXDWS Core Equity Fund0.83%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
FSCSXSelect Software and IT Services Portfolio0.62%
PGORXPutnam Large Cap Growth Fund0.93%
DVZRXMacquarie Small Cap Value Fund0.70%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
HGITXHARTFORD CORE EQUITY FUND0.45%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
TRRNXT. Rowe Price Retirement 2055 Fund0.64%
IGRFXMacquarie Mid Cap Growth Fund0.68%
JGAQXJPMorgan Value Advantage Fund0.99%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
ILGRXMacquarie Large Cap Growth Fund0.89%
OAZLXOakmark Select Fund0.73%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
PLSAXLargeCap S&P 500 Index Fund0.39%
SSSVXState Street Equity 500 Index Fund0.47%
LMESXClearBridge Appreciation Fund0.56%
CGWRXColumbia Cornerstone Growth Fund0.97%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
CSJFXCohen & Steers Realty Shares0.80%
VVIPXVoya VACS Index Series S Portfolio
JGAVXJPMorgan U.S. Value Fund0.94%
JAIZXManaged Volatility Growth Portfolio0.77%
UANQXVictory Nasdaq-100 Index Fund0.43%
OWACXOld Westbury All Cap Core Fund0.96%
PTLCPacer Trendpilot US Large Cap ETF0.60%
ASDEXSelect Fund0.55%
ACILXHeritage Fund0.65%
MXVIXEmpower S&P 500 Index Fund0.49%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
VCSTXScience & Technology Fund0.91%
VASVXVANGUARD SELECTED VALUE FUND0.42%
TILPXNuveen Large Cap Growth Fund0.56%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
CIPMXChamplain MidCap Fund1.09%
FUFRXFranklin Utilities Fund0.50%
COAVXColumbia Overseas Value Fund0.82%
FSRPXSelect Retailing Portfolio0.64%
TRRGXT. Rowe Price Retirement 2015 Fund0.50%
AQEAXColumbia Disciplined Core Fund0.94%
ITAiShares U.S. Aerospace & Defense ETF0.38%
TICRXNuveen Large Cap Responsible Equity Fund0.49%
TRRLXT. Rowe Price Retirement 2060 Fund0.64%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
LGILXSchwab Select Large Cap Growth Fund0.73%
RWLInvesco S&P 500 Revenue ETF0.39%
JAIYXManaged Volatility Balanced Portfolio0.75%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
FFEFXNuveen Dividend Value Fund0.61%
SPIAXInvesco S&P 500 Index Fund0.54%
GEQZXEQUITY INDEX FUND0.39%
ETTGXEaton Vance Tax-Managed Growth Fund 1.10.72%
AFEDXLarge Cap Equity Fund0.44%
FMIMXFMI Common Stock Fund0.98%

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