Nuveen Winslow Large-Cap Growth ESG Fund

Shareclass
Nuveen Winslow Large-Cap Growth ESG R6 (NWCFX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nuveen Winslow Large-Cap Growth ESG Fund

FUND COVERAGE
# of holdings35
% of assets97%
Score
53 / 100
Rank

29.3 percentile

Group: U.S. Large Cap Equity

Rank: #1,034 out of 1,462

Grade
D

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

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 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. Mastercard Inc Class A
         % of fund invested: 2.56%
         $USD invested: $22.51M
  • 2. Hilton Worldwide Holdings Inc
         % of fund invested: 0.94%
         $USD invested: $8.23M
  • 3. Microsoft Corp
         % of fund invested: 12%
         $USD invested: $105.06M
  • 4. Ecolab Inc
         % of fund invested: 1.25%
         $USD invested: $10.98M
  • 5. GE Aerospace
         % of fund invested: 0.97%
         $USD invested: $8.55M
  • 6. Intuit Inc
         % of fund invested: 2.27%
         $USD invested: $19.96M
  • 7. ServiceNow Inc
         % of fund invested: 2.56%
         $USD invested: $22.45M
  • 8. Stryker Corp
         % of fund invested: 0.97%
         $USD invested: $8.51M
  • 9. Meta Platforms Inc Class A
         % of fund invested: 4.53%
         $USD invested: $39.81M
  • 10. Visa Inc Class A
         % of fund invested: 2.72%
         $USD invested: $23.9M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 1.66%
         $USD invested: $14.58M
  • 2. Vertiv Holdings Co Class A
         % of fund invested: 1.16%
         $USD invested: $10.23M
  • 3. Comfort Systems USA Inc
         % of fund invested: 2.26%
         $USD invested: $19.86M
  • 4. Snowflake Inc Ordinary Shares
         % of fund invested: 2.84%
         $USD invested: $24.93M
  • 5. Broadcom Inc
         % of fund invested: 4.5%
         $USD invested: $39.52M
  • 6. Cadence Design Systems Inc
         % of fund invested: 1.41%
         $USD invested: $12.42M
  • 7. Howmet Aerospace Inc
         % of fund invested: 1.06%
         $USD invested: $9.28M
  • 8. MercadoLibre Inc
         % of fund invested: 0.9%
         $USD invested: $7.92M
  • 9. Booking Holdings Inc
         % of fund invested: 0.74%
         $USD invested: $6.54M
  • 10. Ares Management Corp Ordinary Shares - Class A
         % of fund invested: 0.9%
         $USD invested: $7.88M

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 Winslow Large-Cap Growth ESG Fund

Totals

Holdings
Assets
Weight
Prisons
4
$199.56M
23%
     Prisons high risk
1
$9.29M
1.06%
     Private prisons
0
$0
0%
Borders
4
$199.56M
23%
     Borders high risk
1
$9.29M
1.06%
Total
4
$199.56M
23%
Full fund results

Holdings — 4 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$105.06M
12%
Prisons
Borders :
$105.06M
12%
2.
Amazon.com Inc
Prisons
Borders
$43.54M
4.96%
Prisons
Borders :
$43.54M
4.96%
3.
Alphabet Inc Class C
Prisons
Borders
$41.67M
4.74%
Prisons
Borders :
$41.67M
4.74%
4.
Axon Enterprise Inc
Prisons
Borders
$9.29M
1.06%
Prisons
Borders :
$9.29M
1.06%
More from Invest Your Values
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