NUDM

Nuveen ESG International Developed Markets Equity ETF
C

87
*Unless otherwise stated, data provided by FactSet.

NUDM Fund Description

NUDM tracks an index of companies from developed countries, excluding the US and Canada, that align with various environmental, social, and governance principles.

NUDM Factset Analytics Insight

NUDM begins with a selection universe of the MSCI EAFE Index, which it trims down by applying a series of environmental, social, and governance screens. The screens attempt to capture different facets of ESG, such as compliance with international laws, relations with employees, and carbon emissions. The screens also exclude certain controversial businesses such as alcohol, tobacco, gambling, and weapons. The resulting portfolio of securities is weighted by an optimization model, with the aim of maintaining similar sector exposure as the parent MSCI EAFE Index. NUDM charges a reasonable fee for its ESG-focused exposure.

NUDM MSCI ESG Analytics Insight

Nuveen ESG International Developed Markets Equity ETF has an MSCI ESG Fund Rating of AA based on a score of 8.03 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. Nuveen ESG International Developed Markets Equity ETF ranks in the 98th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

NUDM CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 08/21/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
NUDM -3.61% 0.47% 10.23% -2.14% -- -- --
NUDM (NAV) -3.18% 0.75% 10.73% -1.71% -- -- --
TIAA ESG International Developed Markets Equity Index -3.16% 0.83% 10.84% -1.51% -- -- --
MSCI World ex USA IMI -3.92% -0.78% 9.84% -3.35% 5.37% 1.80% 5.32%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

NUDM Summary Data

Nuveen
06/07/17
Open-Ended Fund
0.40%
$56.59M
$149.32K
0.51%

NUDM Portfolio Data

$55.94B
17.15
1.68
2.22%
12/26/18
285

NUDM Index Data

Multi-Factor
Principles-based
MSCI World ex USA IMI

NUDM Portfolio Management

0.40%
-0.20%
-0.15%
-0.28%

NUDM Tax Exposures

20.00% / 39.60%
0.02%
Qualified dividends
No

NUDM Fund Structure

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

NUDM Factset Analytics Block Liquidity

As of 08/22/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of NUDM. NUDM is rated a 4 out of 5.

NUDM Tradability

5,761
$149.32K
3,691
$98.38K
0.51%
$0.13
0.32%
2.18% / -2.56%
None
20.00%
100,000
0.04
0.50%
0.04%
--
$24.76
4

NUDM Sector/Industry Breakdown


NUDM
Segment Benchmark
21.77%
24.12%
20.07%
15.76%
13.13%
11.73%
12.27%
10.41%
8.80%
9.82%
6.78%
6.66%
5.83%
7.88%
4.42%
3.58%
3.54%
6.62%
3.40%
3.42%

NUDM TOP 10 HOLDINGS[View All]

3.90%
2.77%
2.20%
1.97%
1.73%
1.72%
1.72%
1.71%
1.64%
1.59%
20.95%

NUDM Countries


NUDM
Segment Benchmark
24.63%
22.73%
16.07%
15.40%
10.81%
9.13%
8.95%
7.69%
8.92%
7.65%
6.59%
6.54%
3.33%
3.19%
3.25%
3.10%
2.98%
2.62%
2.73%
2.78%

NUDM Regions


NUDM
Segment Benchmark
61.09%
55.70%
36.67%
34.27%
1.73%
9.53%
0.51%
0.49%

NUDM Economic Development


NUDM
Segment Benchmark
100.00%
100.00%
--
0.00%

NUDM Performance Statistics

0.96
1.00
0.96
1.04
0.14%
MSCI World ex USA IMI

NUDM MSCI ESG Ratings

AA
8.03 / 10
98.76
98.24
1.64%
8.59%
61.04

NUDM BENCHMARK COMPARISON HOLDINGS

285
3558
277
21.74%

NUDM BENCHMARK COMPARISON SUMMARY


NUDM
Segment Benchmark
285
3558
$55.94B
$54.50B
17.15
16.74
1.68
1.59
3.21%
3.19%
Low
Low

NUDM BENCHMARK COMPARISON MARKET CAP SIZE


NUDM
Segment Benchmark
83.21%
68.45%
16.78%
22.73%
0.01%
7.74%
0.00%
1.07%