NUGO Nuveen Growth Opportunities ETF
What is NUGO?
NUGO is an actively managed, non-transparent ETF that invests in large-cap US stocks selected for growth, quality, and value factors. The fund utilizes the Natixis/NYSE non-transparent model.
NUGO Factset Analytics Insight
NUGO seeks long-term capital growth from an actively managed, concentrated portfolio of 40 to 65 US large-caps exhibiting a combination of growth, quality, and value characteristics. Eligible firms with at least $1 billion market-cap are further analyzed based on: earnings growth, cash flow, products and services, balance sheet, return-on-investment (ROI), management integrity, and relative valuation. The fund may have a foreign exposure of up to 20% through American Depositary Receipts (ADRs) and may also utilize US-listed futures. Unlike traditional ETFs that disclose holdings daily, the fund has a non-transparent structure and publishes a “proxy portfolio” on its website—that includes only some of the fund’s holdings, along with certain related information metrics. Actual holdings are published monthly with a 30-day lag. NUGO is Nuveen’s first ETF that is not based on one of its existing mutual funds.
NUGO Summary Data
Peers
Fund Flows
NUGO Portfolio Data
NUGO Index Data
NUGO Portfolio Management
NUGO Tax Exposures
NUGO Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NUGO. NUGO is rated a N/A out of 5.
NUGO Tradability
NUGO Top 10 Holdings
NUGO Performance Statistics
NUGO Benchmark Comparison Summary
Benchmark
NUGO Benchmark Comparison Market Cap Size
Benchmark
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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.