NWCAX — Nuveen Winslow Large-Cap Growth ESG Fund

Data updated: 2026-06-24

NWCAX — Nuveen Winslow Large-Cap Growth ESG Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Thematic Equity · $848.07M AUM · 0.90% expense ratio · 24.2% 1-yr return. From SEC regulatory filings.

NWCAX Fund Overview

NWCAX — Nuveen Winslow Large-Cap Growth ESG Fund is a US mutual fund managed by Nuveen Investment Trust II, categorised as United States Thematic Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Nuveen Investment Trust II
  • Category: United States Thematic Equity
  • Assets under management: $848.07M
  • 1-year return: 24.2%
  • Ticker: NWCAX
  • SEC CIK: 0001041673
  • SEC series ID: S000025526
  • Share class ID: C000076404

NWCAX Holdings

Top 10 holdings of Nuveen Winslow Large-Cap Growth ESG Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
NVIDIA Corp12.73%
Alphabet Inc10.31%
Apple Inc8.62%
Broadcom Inc7.24%
Microsoft Corp5.47%
Amazon.com Inc4.67%
Advanced Micro Devices Inc2.68%
Visa Inc2.52%
Eli Lilly & Co2.46%
Netflix Inc2.27%

View all NWCAX holdings

NWCAX Portfolio Allocation

Asset-class allocation of Nuveen Winslow Large-Cap Growth ESG Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity99.7%
Cash & Equivalents0.4%

NWCAX Performance

Total returns for NWCAX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.3%
1 year24.2%
3 years (annualised)22.6%
5 years (annualised)11.0%

NWCAX Risk Information

Risk metrics for NWCAX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 20.4%

NWCAX Costs and Fees

NWCAX costs about $90 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.90%
  • Gross expense ratio: 1.03%
  • Portfolio turnover: 95%
  • Brokerage commissions: 1.69 bps of average net assets (SEC N-CEN)

NWCAX Cashflows

Over the 12 months to 2026-04, Nuveen Winslow Large-Cap Growth ESG Fund had net inflows of $13.38M, from monthly SEC N-PORT filings.

MonthNet flow
2026-04−$9.72M
2026-03−$5.44M
2026-02$18.56M
2026-01−$2.63M
2025-12$140.29M
2025-11−$8.60M

NWCAX Debt Constituents

No individual debt constituents are reported in Nuveen Winslow Large-Cap Growth ESG Fund's latest SEC N-PORT filing.

NWCAX Prospectus and SEC Filings

Official Nuveen Winslow Large-Cap Growth ESG Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Thematic Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.