Nuveen Winslow Large-Cap Growth ESG Fund Class R6 (NWCFX)
| Fund Assets | 876.21M |
| Expense Ratio | 0.51% |
| Min. Investment | $2,500 |
| Turnover | 56.00% |
| Dividend (ttm) | 8.69 |
| Dividend Yield | 12.95% |
| Dividend Growth | 202.57% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 66.85 |
| YTD Return | 7.07% |
| 1-Year Return | 10.50% |
| 5-Year Return | 107.66% |
| 52-Week Low | 50.08 |
| 52-Week High | 73.78 |
| Beta (5Y) | n/a |
| Holdings | 43 |
| Inception Date | Mar 25, 2013 |
About NWCFX
Nuveen Winslow Large-Cap Growth ESG Fund Class R6 is an actively managed mutual fund focused on long-term capital appreciation by investing primarily in large-cap U.S. companies. The fund targets businesses with market capitalizations exceeding $4 billion, selecting firms that demonstrate sustainable environmental, social, and governance (ESG) practices. With at least 80% of its assets allocated to equities, the portfolio is heavily weighted toward growth-oriented sectors, particularly technology and consumer cyclical industries. Notable holdings include prominent names such as Microsoft, NVIDIA, Amazon.com, and Apple, reflecting the fund’s emphasis on leading innovators and market leaders. Designed for retirement and institutional investors, this fund stands out for its ESG integration, aiming to align investment returns with responsible corporate behaviors. It falls within the large growth category and is recognized for its cost efficiency, maintaining one of the lower expense ratios among its peers. By combining growth focus with rigorous ESG criteria, the fund offers investors exposure to companies positioned at the forefront of both financial performance and sustainability initiatives.
Performance
NWCFX had a total return of 10.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.16%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FLGEX | Fidelity | Fidelity Large Cap Growth Enhanced Index Fund | 0.39% |
| FBCGX | Fidelity | Fidelity Blue Chip Growth K6 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| LGILX | Schwab | Schwab Select Large Cap Growth Fund | 0.75% |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
Top 10 Holdings
53.92% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 12.06% |
| NVIDIA Corporation | NVDA | 9.41% |
| Amazon.com, Inc. | AMZN | 6.38% |
| Apple Inc. | AAPL | 5.48% |
| Meta Platforms, Inc. | META | 4.53% |
| Broadcom Inc. | AVGO | 3.74% |
| Visa Inc. | V | 3.42% |
| Mastercard Incorporated | MA | 3.10% |
| Eli Lilly and Company | LLY | 2.97% |
| Intuit Inc. | INTU | 2.84% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 16, 2024 | $8.6861 | Dec 17, 2024 |
| Dec 15, 2023 | $2.8708 | Dec 18, 2023 |
| Dec 29, 2022 | $1.7182 | Dec 30, 2022 |
| Dec 15, 2022 | $1.7749 | Dec 16, 2022 |
| Dec 15, 2021 | $5.890 | Dec 16, 2021 |
| Dec 1, 2020 | $2.9142 | Dec 2, 2020 |