Nuveen Social Choice Low Carbon Equity Fund
Shareclass
Nuveen Social Choice LwCrbn Eq A (TLWCX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 412 out of 2,530 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
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 Social Choice Low Carbon Equity Fund TLWCX
Environment
Social
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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. International Flavors & Fragrances Inc0.06% of assets$670,293 invested
- 2. Procter & Gamble Co1.23% of assets$14.74M invested
- 3. Biogen Inc0.18% of assets$2.18M invested
- 4. Welltower Inc0.62% of assets$7.41M invested
- 5. Mastercard Inc Class A1.24% of assets$14.76M invested
- 6. Citigroup Inc0.69% of assets$8.26M invested
- 7. General Mills Inc0.51% of assets$6.04M invested
- 8. Xylem Inc0.02% of assets$240,083 invested
- 9. JPMorgan Chase & Co1.6% of assets$19.14M invested
- 10. PepsiCo Inc0.9% of assets$10.78M 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. Roku Inc Class A0.05% of assets$621,918 invested
- 2. Old Dominion Freight Line Inc Ordinary Shares0.51% of assets$6.13M invested
- 3. Weatherford International PLC Ordinary Shares - New0.12% of assets$1.47M invested
- 4. Wingstop Inc0.3% of assets$3.63M invested
- 5. Steel Dynamics Inc0.25% of assets$3.02M invested
- 6. Curtiss-Wright Corp0.26% of assets$3.07M invested
- 7. Moog Inc A0.12% of assets$1.42M invested
- 8. Cactus Inc Class A0.08% of assets$951,020 invested
- 9. Rogers Corp0.04% of assets$475,998 invested
- 10. Openlane Inc<0.01% of assets$46,606 invested
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Financial performance
Performance data provided by
Find more financial data on TLWCX at Morningstar.com
Find more financial data on TLWCX 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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