NUMG Nuveen ESG Mid-Cap Growth ETF
What is NUMG?
NUMG tracks an index composed of mid-cap US companies with growth characteristics that also meet certain environmental, social, and governance criteria.
NUMG Factset Analytics Insight
NUMG invests in companies within the MSCI USA Mid-Cap Growth Index that 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. Specifically, the fund 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. Firms with significant activity involving weapons, gambling, alcohol, and tobacco are excluded. The top 50% of these ranked firms are selected for inclusion within the index. NUMG’s portfolio is weighted by a multifactor optimizer that tries to minimize any risk and return distortions created by the fund’s ESG screen. The portfolio is rebalanced and reconstituted quarterly. NUVM is a sibling fund with focus on Value firms.
NUMG Summary Data
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NUMG Portfolio Data
NUMG Index Data
NUMG Portfolio Management
NUMG Tax Exposures
NUMG Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NUMG. NUMG is rated a 5 out of 5.
NUMG Tradability
NUMG Sector/Industry Breakdown
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NUMG Top 10 Holdings
NUMG Performance Statistics
NUMG Countries
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NUMG Regions
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NUMG Economic Development
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NUMG Benchmark Comparison Summary
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NUMG Benchmark Comparison Market Cap Size
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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.