Nuveen Large Cap Value Index Fund

Shareclass
Nuveen Large Cap Value Idx I (THCVX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nuveen Large Cap Value Index Fund

FUND COVERAGE
# of holdings852
% of assets99%
Score
54 / 100
Rank

44.4 percentile

Group: U.S. Large Cap Equity

Rank: #814 out of 1,462

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 0.06%
         $USD invested: $7.07M
  • 2. Procter & Gamble Co
         % of fund invested: 1.28%
         $USD invested: $146.61M
  • 3. Biogen Inc
         % of fund invested: 0.07%
         $USD invested: $7.56M
  • 4. Dow Inc
         % of fund invested: 0.06%
         $USD invested: $6.78M
  • 5. Boston Scientific Corp
         % of fund invested: 0.45%
         $USD invested: $51.09M
  • 6. Marriott International Inc Class A
         % of fund invested: 0.05%
         $USD invested: $5.46M
  • 7. Bank of America Corp
         % of fund invested: 1.11%
         $USD invested: $127.56M
  • 8. Welltower Inc
         % of fund invested: 0.38%
         $USD invested: $43.67M
  • 9. The Interpublic Group of Companies Inc
         % of fund invested: 0.03%
         $USD invested: $3.94M
  • 10. Mondelez International Inc Class A
         % of fund invested: 0.28%
         $USD invested: $31.72M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Trump Media & Technology Group Corp
         % of fund invested: <0.01%
         $USD invested: $324,901
  • 2. TKO Group Holdings Inc
         % of fund invested: 0.03%
         $USD invested: $3.05M
  • 3. Rithm Capital Corp
         % of fund invested: 0.02%
         $USD invested: $2.41M
  • 4. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $262,025
  • 5. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.02%
         $USD invested: $2.17M
  • 6. Liberty Broadband Corp Registered Shs Series -A-
         % of fund invested: <0.01%
         $USD invested: $293,946
  • 7. GameStop Corp Class A
         % of fund invested: 0.03%
         $USD invested: $3.68M
  • 8. RBC Bearings Inc
         % of fund invested: 0.03%
         $USD invested: $3.94M
  • 9. Virtu Financial Inc Class A
         % of fund invested: 0.01%
         $USD invested: $1.26M
  • 10. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $50,763

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Nuveen Large Cap Value Index Fund

Totals

Holdings
Assets
Weight
Prisons
27
$1.38B
12%
     Prisons high risk
4
$41.55M
0.36%
     Private prisons
0
$0
0%
Borders
30
$1.21B
11%
     Borders high risk
15
$273.91M
2.39%
Total
45
$1.94B
17%
Full fund results

Holdings — 45 flagged holdings

1.
Berkshire Hathaway Inc Class B
Prisons
$368.59M
3.21%
Prisons
$368.59M
3.21%
2.
Amazon.com Inc
Prisons
Borders
$239.95M
2.09%
Prisons
Borders :
$239.95M
2.09%
3.
Alphabet Inc Class A
Prisons
Borders
$174.53M
1.52%
Prisons
Borders :
$174.53M
1.52%
4.
Walmart Inc
Prisons
$150.91M
1.32%
Prisons
$150.91M
1.32%
5.
Alphabet Inc Class C
Prisons
Borders
$142.52M
1.24%
Prisons
Borders :
$142.52M
1.24%
6.
Salesforce Inc
Borders
$84.6M
0.74%
Borders :
$84.6M
0.74%
7.
RTX Corp
Borders
$84.32M
0.74%
Borders :
$84.32M
0.74%
8.
McDonald's Corp
Prisons
$84.02M
0.73%
Prisons
$84.02M
0.73%
9.
AT&T Inc
Borders
$81.61M
0.71%
Borders :
$81.61M
0.71%
10.
Thermo Fisher Scientific Inc
Borders
$74.1M
0.65%
Borders :
$74.1M
0.65%
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