TPWCX Mutual Fund

TPWCX Mutual Fund

NAV$21.54
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Fund Essentials

Net Assets
-
Expense Ratio
0.45%
Dividend Yield (Current)
1.12%
Holdings
300
Inception Date
Aug 7, 2015
Fund Family
Nuveen
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+22.67%
1 Year+21.76%
3 Year+6.91%
5 Year+13.35%

Asset Allocation

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

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Dividend Yield (Current)
1.12%
Frequency
Annually
Latest Distribution
$1.15
-

Peer Comparison

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

TPWCX Mutual Fund Overview

TPWCX Mutual Fund (Nuveen Social Choice Low Carbon Equity Fund Premier Class) is managed by Nuveen. TPWCX expense ratio is 0.45%, holding 300 positions across various sectors. Inception date: 2015-08-07.

TPWCX performance shows a YTD return of 22.67%. The 1-year return is 21.76% and the 5-year return is 13.35%. TPWCX dividend yield stands at 1.12%, paid annually.

TPWCX top holdings include a diversified portfolio. Go to all TPWCX holdings, TPWCX sectors, or TPWCX dividends.

TPWCX can be compared against other funds. Use TPWCX overlap to find shared positions, or TPWCX vs another fund for a side-by-side view. TPWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.