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Nuveen Winslow Large-cap Growth Esg Fund Class A: (MF: NWCAX)
(NASDAQ Mutual Funds) As of Sep 22, 2023 08:00 PM ET
$44.59 USD
+0.12 (0.27%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 28.48 | 14 |
| 3 months | 7.43 | 69 |
| 6 months | 21.64 | 11 |
| 1 Year | 24.58 | 3 |
| 3 Year | 5.24 | 71 |
| 5 Year | 11.73 | 9 |
| 10 Year | 13.98 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2023
| 1 Year | 19.65 |
| 5 Year | 11.40 |
| 10 Year | 13.53 |
| Since Inception | 13.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2023 | 12.20 | 11.84 | NA | NA |
| 2022 | -12.84 | -22.01 | -6.89 | 8.28 |
| 2021 | 0.47 | 12.80 | 2.63 | 9.19 |
| 2020 | -12.03 | 28.10 | 11.44 | 9.48 |
| 2019 | 17.29 | 4.54 | -0.55 | 9.16 |
| 2018 | 6.03 | 7.34 | 8.09 | -16.05 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 28.48 | -31.47 | 27.02 | 37.51 | 33.11 | 3.29 | 32.56 | -4.40 | 6.30 | 10.27 | 35.99 |
| % Total Return Rel to Index | 9.77 | -13.26 | -1.66 | 19.10 | 1.62 | 7.68 | 10.76 | -16.34 | 4.91 | -3.37 | 3.61 |
| % Total Return Rel to Peer | 12.99 | -11.77 | 4.96 | 17.59 | 4.69 | 10.15 | 11.88 | -12.22 | 7.89 | 2.06 | 5.29 |
| % Perf Quintile vs Peer* | 1.00 | 5.00 | 2.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 |
| Capital Gains ($) | 0.00 | 3.49 | 5.89 | 2.91 | 3.52 | 6.23 | 7.05 | 5.80 | 6.17 | 4.61 | 2.15 |
| Expense Ratio | 0.91 | 0.90 | 0.91 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 1.01 | 1.03 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%