Nuveen Winslow Large-Cap Growth ESG Fund

Shareclass

Nuveen Winslow Large-Cap Growth ESG I (NVLIX)

Type

Open-end mutual fund

Manager

TIAA Investments/Nuveen

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

62.3

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 956 out of 2,531 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Boston Scientific Corp
1.02% of assets
$10.26M invested
2. Mastercard Inc Class A
2.82% of assets
$28.36M invested
3. Hilton Worldwide Holdings Inc
1.06% of assets
$10.66M invested
4. Microsoft Corp
12% of assets
$121.45M invested
5. Ecolab Inc
0.96% of assets
$9.7M invested
6. GE Aerospace
1.84% of assets
$18.51M invested
7. Intuit Inc
1.28% of assets
$12.88M invested
8. Workday Inc Class A
2.14% of assets
$21.47M invested
9. ServiceNow Inc
1.84% of assets
$18.5M invested
10. Trane Technologies PLC Class A
1.71% of assets
$17.23M 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. Shopify Inc Registered Shs -A- Subord Vtg
1.1% of assets
$11.04M invested
2. Waste Connections Inc
0.92% of assets
$9.28M invested
3. Fair Isaac Corp
1.83% of assets
$18.39M invested
4. Snowflake Inc Ordinary Shares - Class A
0.71% of assets
$7.17M invested
5. O'Reilly Automotive Inc
1.7% of assets
$17.13M invested
6. Broadcom Inc
2.3% of assets
$23.18M invested
7. Vulcan Materials Co
0.95% of assets
$9.57M invested
8. KKR & Co Inc Ordinary Shares
1.69% of assets
$16.99M invested
9. Howmet Aerospace Inc
1.01% of assets
$10.2M invested
10. Synopsys Inc
1% of assets
$10.09M invested

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Financial performance

Performance data provided by

Find more financial data on NVLIX at Morningstar.com

Gender Equality and Returns

Returns chart for Nuveen Winslow Large-Cap Growth ESG Fund

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.

Benchmarking tool

Current fund

NVLIX

Nuveen Winslow Large-Cap Growth ESG Fund

Family

TIAA Investments/Nuveen

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.61% more in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NVLIX

Nuveen Winslow Large-Cap Growth ESG Fund

Family

TIAA Investments/Nuveen

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.61% more in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NVLIX

Nuveen Winslow Large-Cap Growth ESG Fund

Family

TIAA Investments/Nuveen

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.61% more in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 12/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
NVLIX - Nuveen Winslow Large-Cap Growth ESG Fund

29%

8.45%

18%

16%

54 / 100 points

Benchmark

25%

8.91%

14%

13%

55 / 100 points

Fund compared to benchmark

4.33%

-0.46%

3.01%

2.61%

1 / 100 points lower

Find more financial data on NVLIX at Morningstar.com

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