Nuveen Winslow Large-Cap Growth ESG Fund
Fund offered by:
TIAA Investments/Nuveen
Ticker: NVLIXsocially responsible
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$237.12 MILLION
Prison industrial complex
5
flagged holdings
28%
of assets flagged
Data as of 9/30/21
Flagged investments:
$237.12 MILLION, 28% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
2
holdings
$148.87M
invested
17%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
5
holdings
$237.12M
invested
28%
of portfolio
All flagged holdings
5 holdings
5 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $83.69M
    9.72%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $65.18M
    7.57%
  • 3.  Alphabet Inc Class C
    Border industry
    $33.95M
    3.94%
  • 4.  Alphabet Inc Class A
    Border industry
    $33.32M
    3.87%
  • 5.  Salesforce.com Inc
    Border industry
    $20.99M
    2.44%
Higher risk
Private prison operator
Nuveen Winslow Large-Cap Growth ESG Fund $NVLIX has $237.12 MILLION invested in 5 companies involved in the prison industrial complex, amounting to 28% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on NVLIX at Morningstar.com
Current fund
NVLIX
Nuveen Winslow Large-Cap Growth ESG Fund
Family
TIAA Investments/Nuveen
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
2.46% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.07% less invested
Less invested in higher risk companies 
1.07% less invested
More invested in all screened prison industry companies 
0.77% more invested
More invested in all screened border industry companies 
5.67% more invested
More invested in all screened companies 
2.52% more invested
Current fund
NVLIX
Nuveen Winslow Large-Cap Growth ESG Fund
Family
TIAA Investments/Nuveen
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
2.46% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.07% less invested
Less invested in higher risk companies 
1.07% less invested
More invested in all screened prison industry companies 
0.77% more invested
More invested in all screened border industry companies 
5.67% more invested
More invested in all screened companies 
2.52% more invested
Current fund
NVLIX
Nuveen Winslow Large-Cap Growth ESG Fund
Family
TIAA Investments/Nuveen
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
2.46% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.11% less invested
Less invested in higher risk companies, border industry 
1.07% less invested
Less invested in higher risk companies 
1.07% less invested
More invested in all screened prison industry companies 
0.77% more invested
More invested in all screened border industry companies 
5.67% more invested
More invested in all screened companies 
2.52% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
NVLIX - Nuveen Winslow Large-Cap Growth ESG Fund
44%
30%
26%
19%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
0% 
Fund compared to benchmark
 
1.19%
8.59%
7.28%
2.46%
Same
Find more financial data on NVLIX at Morningstar.com
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