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Nuveen Social Choice Low Carbon Equity Fund Retirement: (MF: TEWCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$22.64 USD
+0.19 (0.85%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.43 | 34 |
| 3 months | 0.64 | 46 |
| 6 months | 10.43 | 34 |
| 1 Year | 20.33 | 28 |
| 3 Year | 6.21 | 55 |
| 5 Year | 13.66 | 20 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 23.53 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2024 | 585.70 |
| % Turnover 6/30/2024 | 26.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.03 | 1.02 | NA |
| Alpha | -3.55 | -1.42 | 0.00 |
| R Squared | 0.98 | 0.98 | NA |
| Std. Dev. | 18.52 | 18.70 | NA |
| Sharpe | 0.25 | 0.70 | NA |
Sector / Country Weightings
| As of 6/30/2024 | % of Portfolio |
|---|---|
| Technology | 33.92 |
| Finance | 15.28 |
| Non-Durable | 11.50 |
| Industrial Cyclical | 10.62 |
| Retail Trade | 9.78 |
| Health | 7.56 |
| Other | 3.72 |
| Services | 3.30 |
| Consumer Durables | 1.71 |
| Utilities | 1.31 |
| Energy | 1.30 |
Portfolio Holdings
| Top Equity Holdings (As of 4/30/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 6.40 | 73.56 |
| NVIDIA CORP | 4.68 | 53.85 |
| ELI LILLY & CO | 1.89 | 21.69 |
| JPMORGAN CHASE & CO | 1.62 | 18.65 |
| TESLA INC | 1.52 | 17.50 |
| UNITEDHEALTH GROUP INC | 1.41 | 16.20 |
| VISA INC | 1.37 | 15.74 |
| PROCTER & GAMBLE CO | 1.29 | 14.84 |
| MASTERCARD INC | 1.26 | 14.46 |
Stock Holding % of Net Assets
| As Of | 4/30/2024 |
| Total Issues | 333 |
| Avg. P/E | 25.86 |
| Avg. P/Book | 4.53 |
| Avg. EPS Growth | 12.13 |
| Avg. Market Value (Mil $) | 419,268 |
Allocation
| % of Portfolio | |
| Large Growth | 26.31 |
| Large Value | 28.35 |
| Small Growth | 13.80 |
| Small Value | 1.07 |
| Foreign Stock | 11.79 |
| Emerging Market | 4.65 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.53 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |