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Morningstar

Nuveen Social Choice LwCrbn Eq R6 TNWCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 21.95  /  −0.14 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.19%
  • Turnover 26%

USD | NAV as of Jun 15, 2024 | 1-Day Return as of Jun 15, 2024, 12:13 AM GMT+0

Morningstar’s Analysis TNWCX

Will TNWCX 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 TNWCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TNWCX 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 TNWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Nuveen Social Choice LwCrbn Eq R6's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TNWCX

More TNWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.35 73.6 Mil
Technology

NVIDIA Corp

4.65 53.9 Mil
Technology

Eli Lilly and Co

1.87 21.7 Mil
Healthcare

JPMorgan Chase & Co

1.61 18.6 Mil
Financial Services

Tesla Inc

1.51 17.5 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.40 16.2 Mil
Healthcare

Visa Inc Class A

1.36 15.7 Mil
Financial Services

Procter & Gamble Co

1.28 14.8 Mil
Consumer Defensive

Mastercard Inc Class A

1.25 14.5 Mil
Financial Services

Merck & Co Inc

1.17 13.5 Mil
Healthcare