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Nuveen Winslow Large-Cap Growth ESG Fund Class R3 (NWCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.01+0.69 (+1.37%)
At close: 09:00PM EDT

Nuveen Winslow Large-Cap Growth ESG Fund Class R3

C/O John Nuveen & Co Inc

333 W Wacker Dr 32nd Fl

Chicago IL 60606

800-257-8787
Management information
Justin H. Kelly,Lead manager since 14 May 2009
As chief investment officer, Mr. Kelly ensures the Winslow Capital growth equity process is fully executed by all portfolio managers and analysts. Further, Mr. Kelly sets the macroeconomic framework and investment roadmaps for all of Winslow’s products. On the U.S. Large Cap Growth product, he is responsible for portfolio construction and operates as the lead portfolio manager. Mr. Kelly is a member of Winslow’s Executive Committee and Management Committee. Mr. Kelly joined Winslow Capital in 1999 as managing director responsible for research and portfolio management. Prior to that, he was co-head of the technology research team at Investment Advisers, Inc. in Minneapolis. He also served as an investment banker in New York City for Prudential Securities and Salomon Brothers.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyNuveen
Net assets816.94M
YTD return6.15%
Yield0.00%
Morningstar rating★★★
Inception date14 May 2009

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover59.00%
Average for categoryN/A

Fees and expenses

ExpenseNWCRXCategory average
Annual report expense ratio (net)1.15%0.99%
Prospectus net expense ratio1.15%N/A
Prospectus gross expense ratio1.45%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection414N/A
5-yr expense projection749N/A
10-yr expense projection1,696N/A