NUDM

Nuveen ESG International Developed Markets Equity ETF
*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 screens for firms with positive ESG aspects in the developed markets ex-NA space. Index construction starts with a selection universe from its base index — MSCI EAFE Index, which it trims down by applying a series of ESG 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 remaining firms are scored on ESG factors, and the top scoring firms within each sector (the top 50% by market cap) are selected for inclusion in the fund. NUDM’s portfolio is weighted by a multifactor optimizer that tries to minimize any risk and return distortions created by the fund’s ESG screen. The portfolio is rebalanced and reconstituted quarterly. NUEM is a sibling fund with an emerging markets exposure.

PERFORMANCE [as of 06/23/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
NUDM -7.15% -12.13% -19.14% -17.56% 2.30% 2.61% --
NUDM (NAV) -7.56% -13.13% -19.57% -17.84% 2.33% 2.58% --
TIAA ESG International Developed Markets Equity Index -7.53% -13.20% -19.61% -17.79% 2.60% 2.84% --
MSCI EAFE IMI -8.42% -14.59% -20.68% -19.57% 1.15% 1.99% 5.90%
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
0.30%
$239.03M
$3.87M
0.42%

NUDM Portfolio Data

$64.23B
13.02
1.70
5.36%
12/15/22
168

NUDM Index Data

Multi-Factor
Principles-based
MSCI EAFE IMI

NUDM Portfolio Management

0.30%
-0.30%
-0.04%
-0.62%

NUDM Tax Exposures

20.00% / 39.60%
0.52%
Qualified dividends
No

NUDM Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
Low
Daily

NUDM Factset Analytics Block Liquidity

As of 06/24/22
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 5 out of 5.

NUDM Tradability

147,360
$3.87M
124,876
$3.35M
0.42%
$0.11
0.38%
2.32% / -1.84%
None
20.00%
100,000
1.25
0.12%
0.04%
0
$24.91
5

NUDM Sector/Industry Breakdown


NUDM
Segment Benchmark
21.14%
--
13.92%
--
10.83%
--
8.97%
--
6.58%
--
5.44%
--
5.19%
--
4.66%
--
3.53%
--
2.93%
--

NUDM Top 10 Holdings[View All]

3.61%
2.07%
2.00%
1.83%
1.77%
1.76%
1.68%
1.66%
1.59%
1.57%
19.54%

NUDM Countries


NUDM
Segment Benchmark
22.63%
--
16.72%
--
9.66%
--
9.62%
--
8.17%
--
8.07%
--
3.80%
--
3.28%
--
2.43%
--
2.23%
--

NUDM Regions


NUDM
Segment Benchmark
61.40%
--
35.91%
--
2.02%
--
0.67%
--

NUDM Economic Development


NUDM
Segment Benchmark
100.00%
--

NUDM Performance Statistics

0.98
1.00
1.03
0.97
0.13%
MSCI EAFE IMI

NUDM Benchmark Comparison Holdings

168
--
--
0.00%

NUDM Benchmark Comparison Summary


NUDM
Segment Benchmark
168
--
$64.23B
--
13.02
--
1.70
--
2.96%
--
Low
High

NUDM Benchmark Comparison Market Cap Size


NUDM
Segment Benchmark
80.04%
--
19.85%
--
0.11%
--
0.00%
--