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Nuveen Winslow Large-Cap Growth ESG A (NWCAX)

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

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
1,000
Min Subsequent Investment
100,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Shareholders Services Group
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 11.01.2023
  • Nationwide Retirement Innovator
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • Raymond James
  • Raymond James WRAP Eligible
  • CommonWealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • Ameritas NTFN
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • SB Pychx OFS A
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ING Financial Advisers - SAS Funds
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Vanguard Load
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 01.24.2024
  • Nationwide Retirement Innovator Advantage
  • Fidelity Advisor 401(k) T Shares
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • LPL Brokerage Availability - February 2024
  • Mid Atlantic Clearing and Settlement

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.

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

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

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