Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Nuveen Winslow Large-Cap Growth ESG C NWCCX
- NAV / 1-Day Return 41.32 / +1.89 %
- Total Assets 850.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.660%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 3,000
- Status Open
- TTM Yield —
- Turnover 74%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis NWCCX
Will NWCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.22 | 119.6 Mil | Technology |
Amazon.com Inc | 8.62 | 78.0 Mil | Consumer Cyclical |
NVIDIA Corp | 8.33 | 75.4 Mil | Technology |
Apple Inc | 4.22 | 38.2 Mil | Technology |
Lam Research Corp | 3.55 | 32.1 Mil | Technology |
Broadcom Inc | 3.03 | 27.4 Mil | Technology |
ASML Holding NV ADR | 2.97 | 26.9 Mil | Technology |
Alphabet Inc Class A | 2.89 | 26.1 Mil | Communication Services |
Intuitive Surgical Inc | 2.82 | 25.5 Mil | Healthcare |
Alphabet Inc Class C | 2.77 | 25.1 Mil | Communication Services |