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Nuveen Winslow Large-Cap Growth ESG A NWCAX

Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 57.70  /  −0.60 %
  • Total Assets 903.7 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield
  • Turnover 74%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NWCAX

Will NWCAX outperform in future?

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

Strength in Nuveen Winslow Large-Cap Growth ESG A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings NWCAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.71 107.3 Mil
Technology

Amazon.com Inc

8.67 73.2 Mil
Consumer Cyclical

NVIDIA Corp

8.27 69.8 Mil
Technology

Apple Inc

4.36 36.8 Mil
Technology

Alphabet Inc Class A

3.99 33.7 Mil
Communication Services

Lam Research Corp

3.39 28.6 Mil
Technology

Alphabet Inc Class C

3.11 26.3 Mil
Communication Services

Broadcom Inc

3.10 26.1 Mil
Technology

ASML Holding NV ADR

2.77 23.4 Mil
Technology

Trane Technologies PLC Class A

2.75 23.2 Mil
Industrials