Morningstar

Nuveen Social Choice LwCrbn Eq A TLWCX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 23.44  /  +0.09 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.87%
  • Turnover 26%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis TLWCX

Will TLWCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TLWCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TLWCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TLWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Nuveen Social Choice LwCrbn Eq A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TLWCX

More TLWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.19 74.3 Mil
Technology

NVIDIA Corp

5.60 67.1 Mil
Technology

Eli Lilly and Co

1.75 21.0 Mil
Healthcare

Tesla Inc

1.62 19.4 Mil
Consumer Cyclical

JPMorgan Chase & Co

1.61 19.3 Mil
Financial Services

UnitedHealth Group Inc

1.47 17.6 Mil
Healthcare

Visa Inc Class A

1.27 15.2 Mil
Financial Services

Mastercard Inc Class A

1.20 14.4 Mil
Financial Services

Procter & Gamble Co

1.18 14.1 Mil
Consumer Defensive

The Home Depot Inc

1.17 14.0 Mil
Consumer Cyclical

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