NULC

Nuveen ESG Large-Cap ETF
*Unless otherwise stated, data provided by FactSet.

NULC Fund Description

The Nuveen ESG large-cap ETF tracks a multi-factor-weighted index of large-cap companies listed on US exchanges. Holdings are screened for environmental, social, and governance criteria.

NULC Factset Analytics Insight

NULC takes the popular ESG theme and slices it specifically within the large-cap space. The fund’s underlying index is derived from the MSCI USA Index, with further screening for environmental, social, and governance criteria. Environmental factors include impact on climate change, natural resource use, and emission management. Social categories include relationships with employees and suppliers, and product safety. Lastly, the governance criteria look at corporate governance and business ethics. Additionally, the index stays away from companies with involvement in alcohol, tobacco, firearms, gambling and nuclear weapons. For this exposure, NULC charges a reasonable fee.

NULC MSCI ESG Analytics Insight

Nuveen ESG Large-Cap ETF has an MSCI ESG Fund Rating of AA based on a score of 8.06 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 Large-Cap ETF ranks in the 95th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

NULC Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 08/11/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
NULC 3.56% 13.57% 5.10% 17.07% -- -- --
NULC (NAV) 3.60% 13.79% 5.08% 17.19% -- -- --
TIAA ESG USA Large-Cap Index 3.62% 13.88% 5.21% 17.44% -- -- --
MSCI USA Large Cap Index 4.10% 14.36% 6.17% 18.76% 14.13% 12.75% 14.50%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

NULC Summary Data

Nuveen
06/03/19
Open-Ended Fund
0.20%
$15.68M
$17.53K
0.10%

NULC Portfolio Data

$235.47B
32.55
4.07
0.74%
12/29/20
183

NULC Index Data

TIAA ESG USA Large-Cap Index
Multi-Factor
Principles-based
MSCI USA Large Cap Index

NULC Portfolio Management

0.20%
--
--
--

NULC Tax Exposures

20.00% / 39.60%
0.06%
Qualified dividends
No

NULC Fund Structure

Open-Ended Fund
No
--
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

NULC Factset Analytics Block Liquidity

As of 08/12/20
5
4
3
2
1

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

NULC Tradability

583
$17.53K
278
$10.78K
0.10%
$0.03
-0.01%
0.64% / -1.30%
None
--
50,000
0.01
--
0.01%
0
$31.19
5

NULC Sector/Industry Breakdown


NULC
Segment Benchmark
32.83%
35.45%
14.52%
11.31%
14.31%
14.87%
11.27%
14.07%
10.44%
8.15%
6.64%
6.96%
3.64%
1.85%
2.39%
2.77%
2.15%
2.48%
1.81%
2.09%

NULC Top 10 Holdings[View All]

6.25%
2.48%
2.22%
2.09%
2.07%
2.03%
1.95%
1.85%
1.83%
1.82%
24.59%

NULC Countries


NULC
Segment Benchmark
100.00%
99.90%
--
0.10%

NULC Regions


NULC
Segment Benchmark
100.00%
100.00%

NULC Economic Development


NULC
Segment Benchmark
100.00%
100.00%

NULC Performance Statistics

0.99
1.01
0.99
1.02
0.23%
MSCI USA Large Cap Index

NULC MSCI ESG Ratings

8.06 / 10
99.29
95.48
0.75%
10.67%
62.78

NULC Benchmark Comparison Holdings

183
287
108
38.24%

NULC Benchmark Comparison Summary


NULC
Segment Benchmark
183
287
$235.47B
$423.71B
32.55
26.20
4.07
3.94
1.79%
1.84%
Low
Low

NULC Benchmark Comparison Market Cap Size


NULC
Segment Benchmark
93.21%
99.95%
6.79%
0.05%
0.00%
0.00%
0.00%
0.00%