Nuveen Winslow Large-Cap Growth ESG Fund Class C NWCCX Strategy

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Strategy

The investment seeks long-term capital appreciation. 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.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
NVLIX
Nuveen Winslow Large-Cap Growth ESG Fund Class IInstitutionalOpen $546.60M0.650%Average$100,000$63.94M
NWCAX
Nuveen Winslow Large-Cap Growth ESG Fund Class AFront LoadOpen $180.54M0.900%Below Average$2,500$4.11M
NWCCX
Nuveen Winslow Large-Cap Growth ESG Fund Class CLevel LoadOpen $9.14M1.650%Below Average$2,500−$379,447.73
NWCFX
Nuveen Winslow Large-Cap Growth ESG Fund Class R6Retirement, LargeOpen $223.34M0.540%Below Average$1M$79.62M

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