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NVLIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$61.12
Change
-$1.52 (-2.43%)
Net Assets
920.09M

NVLIX Nuveen Winslow Large-Cap Growth ESG I Forecast, Technical & Fundamental Analysis

Category LargeGrowth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG), Lam Research Corp (NASDAQ:LRCX).

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of U.S. companies with market capitalizations in excess of $4 billion at the time of purchase. It may invest up to 20% of its net assets in non-U.S. equity securities. As part of its qualitative assessment, the sub-adviser evaluates each company’s performance, relative to peers, with respect to ESG factors provided by independent ESG research vendors. The fund is non-diversified.

Market Cap

The average market capitalization across the Nuveen Winslow Large-Cap Growth ESG I MF is 1.51T. The market cap for tickers in the group ranges from 127.38B to 3.29T. NVDA holds the highest valuation in this group at 3.29T. The lowest valued company is LRCX at 127.38B.

Volume

The average weekly volume growth across all stocks in the Nuveen Winslow Large-Cap Growth ESG I MF was 31%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 78
P/E Growth Rating: 52
Price Growth Rating: 47
SMR Rating: 32
Profit Risk Rating: 15
Seasonality Score: -53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
C/O John Nuveen & Co Inc333 W Wacker Dr 32nd FlChicago
Phone
N/A
Web
www.nuveen.com
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NVLIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NVLIX has been closely correlated with RGAFX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if NVLIX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NVLIX
1D Price
Change %
NVLIX100%
-2.43%
RGAFX - NVLIX
94%
Closely correlated
-2.35%
GFAFX - NVLIX
88%
Closely correlated
-2.35%
RGACX - NVLIX
88%
Closely correlated
-2.36%
GFFFX - NVLIX
88%
Closely correlated
-2.35%
AGTHX - NVLIX
88%
Closely correlated
-2.34%
More