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Morningstar

Nuveen Winslow Large-Cap Growth ESG I NVLIX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 59.10  /  +1.60 %
  • Total Assets 861.3 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 74%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NVLIX

Will NVLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NVLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NVLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NVLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A drop in its Process Pillar rating is the primary driver of Nuveen Winslow Large-Cap Growth ESG I's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NVLIX

More NVLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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