Nuveen Social Choice Low Carbon Equity Fund A Class (TLWCX)
| Fund Assets | 120.00M |
| Expense Ratio | 0.58% |
| Min. Investment | $2,500 |
| Turnover | n/a |
| Dividend (ttm) | 3.14 |
| Dividend Yield | 13.78% |
| Dividend Growth | 972.05% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 21.30 |
| YTD Return | 0.38% |
| 1-Year Return | 22.62% |
| 5-Year Return | 84.52% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 285 |
| Inception Date | Aug 7, 2015 |
About TLWCX
The Fund's investment strategy focuses on Growth with 0.63% total expense ratio. The minimum amount to invest in TIAA-CREF Funds: Social Choice Low Carbon Equity Fund; Retail Class Shares is $2,500 on a standard taxable account. TIAA-CREF Funds: Social Choice Low Carbon Equity Fund; Retail Class Shares seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain environmental, social, and governance criteria (ESG), which include additional criteria relating to carbon emissions and fossil fuel reserves.
Performance
TLWCX had a total return of 22.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.61%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FWOEX | Fidelity | Fidelity Advisor Women's Leadership Fund - Class M | 1.24% |
| FWOCX | Fidelity | Fidelity Advisor Women's Leadership Fund - Class C | 1.74% |
| FWOAX | Fidelity | Fidelity Advisor Women's Leadership Fund - Class A | 0.99% |
| FWMNX | Fidelity | Fidelity Women's Leadership Fund | 0.70% |
| FWOZX | Fidelity | Fidelity Advisor Women's Leadership Fund - Class Z | 0.58% |
Top 10 Holdings
22.86% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 6.02% |
| Microsoft Corporation | MSFT | 5.88% |
| JPMorgan Chase & Co. | JPM | 1.72% |
| Eli Lilly and Company | LLY | 1.59% |
| UnitedHealth Group Incorporated | UNH | 1.45% |
| Visa Inc. | V | 1.34% |
| Mastercard Incorporated | MA | 1.25% |
| The Home Depot, Inc. | HD | 1.24% |
| The Procter & Gamble Company | PG | 1.23% |
| Netflix, Inc. | NFLX | 1.14% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 6, 2024 | $3.13554 | Dec 9, 2024 |
| Dec 8, 2023 | $0.29248 | Dec 8, 2023 |
| Dec 9, 2022 | $0.26017 | Dec 9, 2022 |
| Dec 10, 2021 | $1.12496 | Dec 10, 2021 |
| Dec 11, 2020 | $0.33302 | Dec 11, 2020 |
| Dec 6, 2019 | $0.35506 | Dec 6, 2019 |