NULG

NuShares ESG Large-Cap Growth ETF
N/A

N/A
  • Overview
  • Efficiency
  • Tradability
  • Fit

NULG Fund Description

The NuShares ESG Large-Cap Growth ETF tracks an index composed of large-cap U.S. companies with growth characteristics that also meet certain environmental, social, and governance criteria.

NULG Factset Analytics Insight

NULG invests in companies within the MSCI USA Growth Index that exhibit positive ESG characteristics. The growth aspect is determined by five metrics: long- and short-term forward EPS growth, current internal growth rate, long-term forward EPS, and long-term historical sales growth. The fund then ranks companies within the parent index according to their impact on climate change, natural resource use, waste and emission management, safety, ethics, and compliance with national and international rules and regulations, among other categories. Companies with significant activity involving weapons, gambling, alcohol, and tobacco are specifically excluded. The top 50% of these ESG-ranked growth companies are selected for inclusion, per sector within the index. The fund weights these constituents via a multi-factor optimizer that aims to keep holdings and performance similar to the parent index.

NULG MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 15, 2018 the NuShares ESG Large-Cap Growth ETF MSCI ESG Fund Quality Score is 6.40 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. NULG ranks in the 98th percentile within its peer group and in the 80th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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NULG Top 10 Countries

NULG Top 10 Sectors

NULG Top 10 Holdings View All

NULG Summary Data

Nuveen
NuShares
12/13/16
Open-Ended Fund
0.35%
$43.70M
$358.29K
0.07%

NULG Portfolio Data

$158.32B
31.47
6.46
0.58%
12/22/17
111

NULG Index Data

Multi-Factor
Principles-based
MSCI USA Large Growth

Related ETFs to NULG

IWF, VUG, IVW, SCHG, MGK
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

NULG Portfolio Management

0.35%
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--
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NULG Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

NULG Fund Structure

Open-Ended Fund
No
No
No Policy
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
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LAST 10 TRADES
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Bats BZX Real-time Quote - 17:58:29
Daily Spread
Premium/Discount
Volume

NULG Factset Analytics Block Liquidity

As of 01/16/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of NULG. NULG is rated a 5 out of 5.

NULG Tradability

9,555
$358.29K
1,233
$81.57K
0.07%
$0.02
0.05%
4.12% / -2.42%
None
100.00%
50,000
0.02
0.03%
0.01%
--
$32.69
5

NULG Sector/Industry BreakdownView All

NULGSegment Benchmark
38.36% 35.58%
20.62% 21.57%
13.72% 14.94%
11.57% 10.06%
8.91% 8.04%
1.94% 2.42%
1.41% 1.88%

NULG Geographic Exposure

NULGSegment Benchmark
100.00% 100.00%

NULGSegment Benchmark
100.00% 100.00%
0.00% / 0.00% 0.00% / 0.00%

NULG Performance Statistics

0.95
0.96
0.95
1.01
0.12%
MSCI USA Large Growth

NULG MSCI ESG Ratings

6.40 / 10
98.44
80.42
2.99%
10.57%
41.24

NULG BENCHMARK COMPARISON

    NULG
    111 Holdings
    Segment Benchmark
    160 Constituents
    Shared Holdings
    68 (Count)
     
    41.36% (Weight)
NULGSegment Benchmark
261.64 B 158.32 B
99.94% 94.07%
0.06% 5.93%
0.00% 0.00%
0.00% 0.00%
1.04% 1.08%