About NVLIX
The Nuveen Winslow Large-Cap Growth ESG Fund Class I is a U.S. mutual fund that seeks long-term capital appreciation by primarily investing in large-cap growth equities. Managed by Winslow Capital Management, the fund targets companies with market capitalizations over $4 billion, focusing on those expected to outpace the broader market in earnings and revenue growth. A distinguishing feature is its integration of environmental, social, and governance (ESG) criteria into security selection, aiming to emphasize industry leaders in sustainability while avoiding firms with material ESG concerns.
The fund’s portfolio is concentrated, typically holding around 50-60 stocks, with a significant portion allocated to technology and consumer-oriented giants such as Microsoft, NVIDIA, Apple, and Amazon. As of its most recent holdings, over 55% of assets were in its top ten positions, reflecting a high-conviction approach. The institutional share class is designed for large investors and is competitively priced in terms of expense ratio relative to peers. The Nuveen Winslow Large-Cap Growth ESG Fund Class I plays a prominent role in the large growth segment, appealing to investors seeking a blend of growth exposure and ESG integration for diversified portfolios.
Fund Family Nuveen
Category Large Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol NVLIX
Share Class Class I
Index Russell 1000 Growth TR
NVLIX had a total return of 3.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 26.65%.
