Nuveen Winslow Large-Cap Growth ESG Fund

Shareclass
Nuveen Winslow Large-Cap Growth ESG I (NVLIX)
Type
Open-end mutual fund
Sustainability mandate
Gender equality score
Gender equality score

54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
72.5
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 702 out of 2,548 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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
    1.17% of assets
    $9.67M invested
  • 2. Hilton Worldwide Holdings Inc
    1.16% of assets
    $9.56M invested
  • 3. Uber Technologies Inc
    1.24% of assets
    $10.24M invested
  • 4. Mastercard Inc Class A
    2.68% of assets
    $22.02M invested
  • 5. Accenture PLC Class A
    0.99% of assets
    $8.15M invested
  • 6. Moody's Corporation
    1.38% of assets
    $11.36M invested
  • 7. Microsoft Corp
    14% of assets
    $111.8M invested
  • 8. McDonald's Corp
    1.25% of assets
    $10.3M invested
  • 9. Salesforce Inc
    2.86% of assets
    $23.55M invested
  • 10. Workday Inc Class A
    2.28% of assets
    $18.73M invested
Bottom scoring holdings
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. O'Reilly Automotive Inc
    1.34% of assets
    $11.02M invested
  • 2. Snowflake Inc Ordinary Shares - Class A
    1.06% of assets
    $8.75M invested
  • 3. Costco Wholesale Corp
    1.19% of assets
    $9.76M invested
  • 4. Broadcom Inc
    2.93% of assets
    $24.13M invested
  • 5. Linde PLC
    1.39% of assets
    $11.43M invested
  • 6. IDEXX Laboratories Inc
    1.98% of assets
    $16.29M invested
  • 7. KKR & Co Inc Ordinary Shares
    1.31% of assets
    $10.81M invested
  • 8. Parker Hannifin Corp
    1.43% of assets
    $11.78M invested
  • 9. MSCI Inc
    1.27% of assets
    $10.41M invested
  • 10. Synopsys Inc
    1.72% of assets
    $14.19M invested
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Financial performance
Performance data provided byMorningstarFind 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
2.13% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
2.13% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
2.13% more  in annualized returns
Same overall gender equality score 
0 / 100 points 
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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
NVLIX - Nuveen Winslow Large-Cap Growth ESG Fund
51%
12%
18%
15%
54  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
54  / 100 points
Fund compared to benchmark
 
21%
-0.36%
2.83%
2.13%
Same
Find more financial data on NVLIX at Morningstar.com
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