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Nuveen Winslow Large-cap Growth Esg Fund Class A: (MF: NWCAX)
(NASDAQ Mutual Funds) As of Sep 9, 2024 08:00 PM ET
$57.20 USD
+0.70 (1.24%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.02 | 9 |
| 3 months | 9.90 | 18 |
| 6 months | 13.94 | 30 |
| 1 Year | 31.94 | 1 |
| 3 Year | 7.62 | 33 |
| 5 Year | 16.87 | 6 |
| 10 Year | 15.14 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 32.11 |
| 5 Year | 16.58 |
| 10 Year | 14.68 |
| Since Inception | 15.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.39 | 7.95 | NA | NA |
| 2023 | 12.20 | 11.84 | -3.59 | 18.38 |
| 2022 | -12.84 | -22.01 | -6.89 | 8.28 |
| 2021 | 0.47 | 12.80 | 2.63 | 9.19 |
| 2020 | -12.03 | 28.10 | 11.44 | 9.48 |
| 2019 | 17.29 | 4.54 | -0.55 | 9.16 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.02 | 43.22 | -31.47 | 27.02 | 37.51 | 33.11 | 3.29 | 32.56 | -4.40 | 6.30 | 10.27 |
| % Total Return Rel to Index | 2.31 | 16.97 | -13.26 | -1.66 | 19.10 | 1.62 | 7.68 | 10.76 | -16.34 | 4.91 | -3.37 |
| % Total Return Rel to Peer | 6.34 | 20.22 | -11.77 | 4.96 | 17.59 | 4.69 | 10.15 | 11.88 | -12.22 | 7.89 | 2.06 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.87 | 3.49 | 5.89 | 2.91 | 3.52 | 6.23 | 7.05 | 5.80 | 6.17 | 4.61 |
| Expense Ratio | 0.91 | 0.91 | 0.90 | 0.91 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 1.01 | 1.03 |
* 1 = Top 20%, 5 = Bottom 20%