Nasdaq - Delayed Quote • USD
Nuveen Winslow Large-Cap Growth ESG A (NWCAX)
At close: 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NWCAX | Category Average | NWCAX | Category Average | NWCAX | Category Average | |
| Alpha | -0.5 | 0.03 | 1.38 | 0.04 | 1.41 | 0.01 |
| BETA | 1.22 | 0.01 | 1.07 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 1.17 | 0.02 | 1.51 | 0.02 | 1.32 | 0.01 |
| R-squared | 87.83 | 0.89 | 86.14 | 0.87 | 84.86 | 0.87 |
| Standard Deviation | 22.85 | 0.2 | 21.29 | 0.16 | 17.87 | 0.15 |
| Sharpe Ratio | 0.49 | 0.01 | 0.75 | 0.01 | 0.8 | 0.01 |
| Treynor Ratio | 7.48 | 0.21 | 13.96 | 0.21 | 12.65 | 0.15 |
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