Nasdaq - Delayed Quote USD

Nuveen Winslow Large-Cap Growth ESG A (NWCAX)

55.12 +1.16 (+2.15%)
At close: April 26 at 8:00 PM EDT

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.

Nuveen Winslow Large-Cap Growth ESG A

Chicago IL 60606
333 W Wacker Dr 32nd Fl

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 Operations

Last Dividend 0.05
Last Cap Gain 38.00
Holdings Turnover 74.00%
Average for Category --

Fees & Expenses

Expense NWCAX Category Average
Annual Report Expense Ratio (net) 0.66% 0.99%
Prospectus Net Expense Ratio 0.66% --
Prospectus Gross Expense Ratio 0.86% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Justin H. Kelly, Lead Manager since May 15, 2009
As Chief Investment Officer, Justin Kelly ensures the Winslow Capital growth equity process is fully executed by all Portfolio Managers and Analysts. Further, he sets the macroeconomic framework and investment roadmaps for all of Winslow Capital’s products. On the U.S. Large Cap Growth Strategies, he is responsible for portfolio construction and operates as a Portfolio Manager. Justin is a member of Winslow Capital’s Executive Committee and Management Committee. Justin joined Winslow Capital in 1999 as Managing Director responsible for research and portfolio management. Prior to that, he was co-head of the technology research team at Investment Advisers, Inc. in Minneapolis. He also served as an Investment Banker in New York City for Prudential Securities and Salomon Brothers.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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