Nuveen Winslow Large Cap Growth Fund
Ticker
IE00B3LMJF32.IR
ISIN
IE00B3LMJF32
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The investment objective of Nuveen Winslow Large-Cap Growth Fund is to provide long-term capital appreciation.
Market
US
Category
US Large-Cap Growth Equity
Expense Ratio
1.24%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 24.25% |
| Healthcare | 22.95% |
| Consumer cyclical | 19.91% |
| Industrials | 11.00% |
| Financial services | 8.16% |
| Communication services | 5.69% |
| Basic materials | 3.31% |
| Consumer defensive | 2.47% |
| Energy | 1.17% |
| Realestate | 1.09% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AMZN | Amazon.com Inc | 4.12% |
| V | Visa Inc Class A | 3.74% |
| UNH | UnitedHealth Group Inc | 3.34% |
| NKE | Nike Inc B | 2.68% |
| FB | Facebook Inc A | 2.43% |
| DHR | Danaher Corp | 2.33% |
| BMY | Bristol-Myers Squibb Company | 2.28% |
| GOOGL | Alphabet Inc A | 2.22% |
| MA | MasterCard Inc A | 2.22% |
| CELG | Celgene Corp | 2.17% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund | US922020805 | NGM | 0.04% | 5 | -0.38 | |
| VTV | Vanguard Value Index Fund | US922908744 | PCX | 0.04% | 5 | +8.05 | |
| VYM | Vanguard High Dividend Yield Index Fund | IE00B8GKDB1 | PCX | 0.06% | 5 | +8.55 | |
| XLE | Energy Select Sector SPDR Fund | IE00BWBXM49 | PCX | 0.10% | 5 | +49.37 | |
| XLRE | The Real Estate Select Sector SPDR Fund | US81369Y860 | PCX | 0.10% | 5 | -2.68 | |
| XLV | Health Care Select Sector SPDR Fund | IE00BWBXM61 | PCX | 0.10% | 5 | +6.04 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.