TEWCX Mutual Fund

TEWCX Mutual Fund

NAV$21.36
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Fund Essentials

Net Assets
$87M
Expense Ratio
0.55%
Dividend Yield (Current)
1.00%
Holdings
300
Inception Date
Aug 7, 2015
Fund Family
Nuveen
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+22.49%
1 Year+21.64%
3 Year+6.78%
5 Year+13.22%

Asset Allocation

Stocks: 99.01%
Bonds: 0.53%
Cash: 0.08%
Other: 0.37%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.00%
Frequency
Annually
Latest Distribution
$1.14
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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TEWCX Mutual Fund Overview

TEWCX Mutual Fund (Nuveen Social Choice Low Carbon Equity Fund Retirement Class) is managed by Nuveen with $87.5M in net assets. TEWCX expense ratio is 0.55%, holding 300 positions across various sectors. Inception date: 2015-08-07.

TEWCX performance shows a YTD return of 22.49%. The 1-year return is 21.64% and the 5-year return is 13.22%. TEWCX dividend yield stands at 1.00%, paid annually.

TEWCX top holdings include a diversified portfolio. View all TEWCX holdings, sector breakdown, or dividend history.

TEWCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TEWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.