Nasdaq - Delayed Quote USD

Nuveen Winslow Large-Cap Growth ESG A (NWCAX)

55.12 +1.16 (+2.15%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.70%
5y Average Return 15.74%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 43.22%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 43.22%
Worst 3Y Total Return 4.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWCAX
Category
YTD
13.40%
12.38%
1-Month
1.95%
5.09%
3-Month
13.40%
10.28%
1-Year
44.75%
41.70%
3-Year
12.06%
22.56%
5-Year
17.15%
21.98%
10-Year
15.19%
15.99%
Last Bull Market
40.02%
25.99%
Last Bear Market
-22.01%
-17.29%

Annual Total Return (%) History

Year
NWCAX
Category
2024
--
--
2023
43.22%
--
2022
-31.47%
--
2021
27.02%
--
2020
37.52%
35.86%
2019
33.09%
31.90%
2018
3.29%
-2.09%
2017
32.57%
27.67%

2016
-2.34%
3.23%
2015
6.30%
3.60%
2014
10.27%
10.00%
2013
35.99%
33.92%
2012
12.87%
15.34%
2011
-0.93%
-2.46%
2010
15.89%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.40% -- -- --
2023 12.20% 11.85% -3.60% 18.38%
2022 -12.85% -22.01% -6.89% 8.30%
2021 0.47% 12.80% 2.64% 9.19%
2020 -12.03% 28.11% 11.45% 9.50%
2019 17.30% 4.54% -0.56% 9.15%
2018 6.04% 7.35% 8.10% -16.05%
2017 10.70% 7.03% 5.81% 5.74%
2016 -5.51% 1.22% 5.92% -3.59%
2015 3.04% 0.98% -5.94% 8.60%

2014 -1.40% 4.44% 1.58% 5.42%
2013 9.21% 1.52% 10.69% 10.81%
2012 17.22% -7.64% 5.99% -1.63%
2011 7.29% 0.25% -15.49% 9.00%
2010 3.61% -13.63% 16.22% 11.44%
2009 14.03% 7.90% -- --

Rank in Category (By Total Return)

YTD 34
1-Month 55
3-Month 34
1-Year 15
3-Year 15
5-Year 20

Load Adjusted Returns

1-Year 36.42%
3-Year 9.87%
5-Year 15.77%
10-Year 14.51%

Performance & Risk

YTD Return 10.70%
5y Average Return 15.74%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Nuveen
Net Assets 911.16M
YTD Return 13.40%
Yield 0.00%
Morningstar Rating
Inception Date May 15, 2009

Fund Summary

The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of U.S. companies with market capitalizations in excess of $4 billion at the time of purchase. It may invest up to 20% of its net assets in non-U.S. equity securities. As part of its qualitative assessment, the sub-adviser evaluates each company’s performance, relative to peers, with respect to ESG factors provided by independent ESG research vendors. The fund is non-diversified.

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