Nasdaq - Delayed Quote USD

Nuveen Large Cap Growth W (TILWX)

28.82 -0.49 (-1.67%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 22.12%
5y Average Return 17.67%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Oct 23, 2024) 47.66%
Worst 1Y Total Return (Oct 23, 2024) --
Best 3Y Total Return 47.66%
Worst 3Y Total Return 4.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TILWX
Category
YTD
20.64%
12.38%
1-Month
2.19%
5.09%
3-Month
1.24%
10.28%
1-Year
39.38%
41.70%
3-Year
7.92%
22.56%
5-Year
17.34%
21.98%
10-Year
15.21%
15.99%
Last Bull Market
30.79%
25.99%
Last Bear Market
-22.98%
-17.29%

Annual Total Return (%) History

Year
TILWX
Category
2024
--
--
2023
47.66%
--
2022
-32.52%
--
2021
17.29%
--
2020
44.74%
35.86%
2019
31.35%
31.90%
2018
--
-2.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.82% 6.56% 1.24% --
2023 17.23% 12.89% -3.43% 15.54%
2022 -10.77% -22.98% -4.48% 2.80%
2021 2.81% 11.12% -1.81% 4.56%
2020 -11.80% 28.11% 13.72% 12.64%
2019 17.80% 3.11% -0.80% 9.01%
2018 -16.45% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 55
3-Month 90
1-Year 52
3-Year 56
5-Year 35

Load Adjusted Returns

1-Year 39.38%
3-Year 7.92%
5-Year 17.34%
10-Year 15.21%

Performance & Risk

YTD Return 22.12%
5y Average Return 17.67%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Nuveen
Net Assets 6.3B
YTD Return 20.64%
Yield 0.48%
Morningstar Rating
Inception Date Dec 04, 2015

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund’s benchmark index that its investment adviser believes present the opportunity for growth. The fund also seeks to invest in companies expected to benefit from prospective acquisitions, reorganizations, corporate restructurings or other special situations. It may invest up to 20% of its assets in foreign investments. The fund is non-diversified.

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