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Nuveen Winslow Large-Cap Growth ESG I NVLIX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 60.71  /  +1.37 %
  • Total Assets 881.0 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 Apr 11, 2024 | 1-Day Return as of Apr 11, 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.

Nuveen Winslow Large-Cap Growth ESG I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings NVLIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Alphabet Inc Class A

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Communication Services