Nuveen Large Cap Responsible Equity Fund
Shareclass
Nuveen Large Cap Responsible Eq R6 (TISCX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 154 out of 2,547 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Nuveen Large Cap Responsible Equity Fund TISCX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment - The ESG assessment process favors companies that show leadership in ESG performance relative to sector peers in areas related to human capital development, which includes considerations of discrimination and workforce diversity, in addition to other factors such as employee compensation and benefits, and professional development. A best-in-class balanced approach is applied. When ESG concerns exist, the evaluation process gives careful consideration to how companies address the risks and opportunities they face in the context of their industry and relative to their peers. Concerns in one area do not automatically eliminate an issuer from being an eligible fund investment. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co1.53% of assets$100.93M invested
- 2. Welltower Inc0.5% of assets$33.22M invested
- 3. Mastercard Inc Class A1.57% of assets$103.49M invested
- 4. Citigroup Inc0.3% of assets$19.94M invested
- 5. General Mills Inc0.38% of assets$24.83M invested
- 6. Xylem Inc0.13% of assets$8.64M invested
- 7. JPMorgan Chase & Co2.09% of assets$137.81M invested
- 8. PepsiCo Inc1.14% of assets$75.08M invested
- 9. PayPal Holdings Inc0.86% of assets$56.52M invested
- 10. Moodys Corp0.83% of assets$55.11M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Old Dominion Freight Line Inc Ordinary Shares0.44% of assets$28.98M invested
- 2. Steel Dynamics Inc0.08% of assets$5.46M invested
- 3. O'Reilly Automotive Inc0.05% of assets$3.6M invested
- 4. Expeditors International of Washington Inc0.02% of assets$1.06M invested
- 5. PTC Inc0.62% of assets$40.81M invested
- 6. Live Nation Entertainment Inc0.12% of assets$7.7M invested
- 7. CSX Corp0.63% of assets$41.7M invested
- 8. D.R. Horton Inc0.18% of assets$11.67M invested
- 9. Take-Two Interactive Software Inc0.59% of assets$38.79M invested
- 10. Synopsys Inc0.86% of assets$56.84M invested
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Financial performance
Performance data provided by
Find more financial data on TISCX at Morningstar.com
Find more financial data on TISCX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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