Nuveen Winslow Large Cap Fund Quote
| NWCAX Fund | USD 64.45 0.61 0.94% |
Performance7 of 100
| Odds Of DistressLess than 21
|
Nuveen Winslow is trading at 64.45 as of the 29th of November 2024; that is 0.94% down since the beginning of the trading day. The fund's open price was 65.06. Nuveen Winslow has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Nuveen Winslow Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of U.S. companies with market capitalizations in excess of 4 billion at the time of purchase. It may invest up to 20 percent of its net assets in non-U.S. More on Nuveen Winslow Large Cap
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Moving against Nuveen Mutual Fund
Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Growth Funds, Large Growth, Nuveen, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Nuveen Winslow Large Cap [NWCAX] is traded in USA and was established 29th of November 2024. Nuveen Winslow is listed under Nuveen category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Nuveen family. This fund now has accumulated 739.77 M in assets with no minimum investment requirementsNuveen Winslow Large is currently producing year-to-date (YTD) return of 29.18%, while the total return for the last 3 years was 7.45%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Winslow Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen Winslow Large Cap Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology |
Nuveen Winslow Large Risk Profiles
| Mean Deviation | 0.7828 | |||
| Semi Deviation | 1.17 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 |
Nuveen Winslow Against Markets
Other Information on Investing in Nuveen Mutual Fund
Nuveen Winslow financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Winslow security.
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