TLWCX Mutual Fund

NAV$21.38

Fund Essentials

Net Assets
-
Expense Ratio
0.58%
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+22.47%
1 Year+21.61%
3 Year+6.75%
5 Year+13.18%

Asset Allocation

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

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.00%
Frequency
Annually
Latest Distribution
$1.13
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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TLWCX Mutual Fund Overview

TLWCX Mutual Fund (Nuveen Social Choice Low Carbon Equity Fund Class A) is managed by Nuveen. TLWCX expense ratio is 0.58%, holding 300 positions across various sectors. Inception date: 2015-08-07.

TLWCX performance shows a YTD return of 22.47%. The 1-year return is 21.61% and the 5-year return is 13.18%. TLWCX dividend yield stands at 1.00%, paid annually.

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

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