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Morningstar

Nuveen Social Choice LwCrbn Eq Prmr TPWCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 21.57  /  −0.14 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.07%
  • Turnover 26%

USD | NAV as of May 13, 2024 | 1-Day Return as of May 13, 2024, 10:16 PM GMT+0

Morningstar’s Analysis TPWCX

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

  • People Pillar

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

A sound investment process and strong management team underpin TIAA-CREF Social Choice LwCrbn Eq Prmr's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 TPWCX

More TPWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.49 81.7 Mil
Technology

NVIDIA Corp

4.58 57.7 Mil
Technology

Eli Lilly and Co

1.74 21.9 Mil
Healthcare

JPMorgan Chase & Co

1.60 20.1 Mil
Financial Services

Future on E-mini S&P 500 Futures

1.37 17.3 Mil
—

Tesla Inc

1.36 17.1 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.35 16.9 Mil
Healthcare

Visa Inc Class A

1.33 16.7 Mil
Financial Services

Mastercard Inc Class A

1.25 15.7 Mil
Financial Services

Procter & Gamble Co

1.22 15.4 Mil
Consumer Defensive