Nuveen Social Choice Low Carbon Equity Fund R6 Class (TNWCX)
| Fund Assets | 120.00M |
| Expense Ratio | 0.30% |
| Min. Investment | $2,000,000 |
| Turnover | n/a |
| Dividend (ttm) | 3.20 |
| Dividend Yield | 14.84% |
| Dividend Growth | 826.78% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 17.09 |
| YTD Return | -21.64% |
| 1-Year Return | -5.46% |
| 5-Year Return | 43.95% |
| 52-Week Low | 15.28 |
| 52-Week High | 19.74 |
| Beta (5Y) | n/a |
| Holdings | 285 |
| Inception Date | Aug 7, 2015 |
About TNWCX
The Fund's investment strategy focuses on Growth with 0.32% total expense ratio. The minimum amount to invest in TIAA-CREF Funds: Social Choice Low Carbon Equity Fund; Institutional Class Shares is $2,000,000 on a standard taxable account. TIAA-CREF Funds: Social Choice Low Carbon Equity Fund; Institutional 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
TNWCX had a total return of -5.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.64%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VRTTX | Vanguard | Vanguard Russell 3000 ETF | 0.08% |
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 | $3.1972 | Dec 9, 2024 |
| Dec 8, 2023 | $0.34498 | Dec 8, 2023 |
| Dec 9, 2022 | $0.30771 | Dec 9, 2022 |
| Dec 10, 2021 | $1.17675 | Dec 10, 2021 |
| Dec 11, 2020 | $0.37253 | Dec 11, 2020 |
| Dec 6, 2019 | $0.39323 | Dec 6, 2019 |