NUDV Nuveen ESG Dividend ETF
NUDV Fund Description
NUDV tracks an index of large- and mid-cap US-listed companies that exhibit high dividend yields and meet certain ESG criteria.
NUDV Factset Analytics Insight
NUDV aims to invest in high dividend paying companies that meet certain ESG criteria, selected from its parent index, the MSCI USA Index. The fund’s underlying index screens for companies that have higher dividend yields than the parent index. After that, the index uses ESG criteria to exclude companies involved in controversial businesses, such as alcohol, weapons, nuclear power, and gambling. Companies that exceed carbon emissions thresholds are also excluded. The remaining firms are scored on ESG factors, and the highest scoring firms within each sector are selected for inclusion in the fund. The portfolio is weighted according to a multi-factor optimization algorithm that aims to keep holdings and performance similar to the parent index. The index is rebalanced and reconstituted quarterly starting each February.
NUDV Summary Data
NUDV Portfolio Data
NUDV Index Data
NUDV Portfolio Management
NUDV Tax Exposures
NUDV Fund Structure
NUDV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NUDV. NUDV is rated a 4 out of 5.
NUDV Sector/Industry Breakdown
NUDV Top 10 Holdings[View All]
NUDV Performance Statistics
NUDV Benchmark Comparison Summary
NUDV Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.