NUGONuveen Growth Opportunities ETF
NUGO Fund Description
NUGO is an actively managed, non-transparent ETF that invests in large-cap US stocks selected for growth, quality, and value factors.
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
NUGO Portfolio Data
NUGO Index Data
NUGO Portfolio Management
NUGO Tax Exposures
NUGO Fund Structure
NUGO 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 Top 10 Holdings[View All]
NUGO Economic Development
NUGO Performance Statistics
NUGO Benchmark Comparison Summary
NUGO 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.