See what your fund actually adds

Nuveen Winslow Large-Cap Growth ESG Fund Class A NWCAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

NWCAX compared with its replication portfolio
MeasureNWCAXReplication
Annualized growth10.7%13.0%
Annualized volatility21.6%20.8%
Sharpe ratio0.580.69
Maximum drawdown39.8%34.5%
Replication fit (R²)0.97 · Tracking error 3.8%

Replication portfolio

The published portfolio below is the investable basket used to model NWCAX’s historical return behavior.

NWCAX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth69.3%
VOTMid-Cap · Growth11.2%
XLKSector · Technology8.6%
MTUMFactor · Momentum8.4%
EFGIntl · Growth2.4%