NULGNuveen ESG Large-Cap Growth ETF
NULG Fund Description
NULG tracks an index composed of large-cap US companies with growth characteristics that also meet certain environmental, social, and governance (ESG) criteria.
NULG Factset Analytics Insight
NULG invests in companies within the MSCI USA Growth Index (the parent index) which exhibit positive ESG characteristics. The growth aspect is determined by five metrics: long- and short-term forward EPS growth, current internal growth rate, long-term forward EPS, and long-term historical sales growth. The index then ranks companies within the parent index according to their impact on climate change, natural resource use, waste and emission management, safety, ethics, and compliance with national and international rules and regulations, among other categories. Companies with significant activity involving weapons, gambling, alcohol, and tobacco are specifically excluded. The top 50% of these ESG-ranked growth companies are selected for inclusion, per sector within the index and then weighted by a multi-factor optimizer that aims to keep holdings and performance similar to the parent index. The index is rebalanced and reconstituted quarterly starting each February.
NULG MSCI ESG Analytics Insight
Nuveen ESG Large-Cap Growth ETF has an MSCI ESG Fund Rating of AA based on a score of 7.32 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 Growth ETF ranks in the 80th percentile within its peer group and in the 94th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
NULG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
NULG Summary Data
NULG Portfolio Data
NULG Index Data
NULG Portfolio Management
NULG Tax Exposures
NULG Fund Structure
NULG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NULG. NULG is rated a 5 out of 5.
NULG Sector/Industry Breakdown
NULG Economic Development
NULG Performance Statistics
NULG MSCI ESG Ratings
NULG Benchmark Comparison Summary
NULG Benchmark Comparison Market Cap Size