NULV Nuveen ESG Large-Cap Value ETF
What is NULV?
NULV tracks an index of US large-cap value stocks that score highly on environmental, social, and governance (ESG) criteria. The fund is weighted using a multi-factor optimizer.
NULV Factset Analytics Insight
NULV aims to invest in the most socially responsible firms while still providing reasonably market-like exposure to value stocks. The index selects large-cap stocks from the MSCI USA Value Index (the parent index), which itself selects value stocks according to price/book, forward price/earnings, and dividend yield. From there, NULV screens out 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 (top 50% by market cap) are selected for inclusion in the index. The portfolio is weighted according to a multi-factor optimization algorithm, which tries to minimize any risk and return distortions created by the fund’s ESG screen. The index is rebalanced and reconstituted quarterly starting each February.
NULV Summary Data
Peers
Fund Flows
NULV Portfolio Data
NULV Index Data
NULV Portfolio Management
NULV Tax Exposures
NULV Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NULV. NULV is rated a 5 out of 5.
NULV Tradability
NULV Sector/Industry Breakdown
Benchmark
NULV Top 10 Holdings
NULV Performance Statistics
NULV Countries
Benchmark
NULV Regions
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NULV Economic Development
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NULV Benchmark Comparison Summary
Benchmark
NULV Benchmark Comparison Market Cap Size
Benchmark
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Terms of Use
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.