NUMV
NuShares ESG Mid-Cap Value ETFNUMV Fund Description
The NuShares ESG Mid-Cap Value ETF tracks an index of US midcap value stocks that score highly on environmental, social, and governance criteria. The fund is optimized to keep risk and return characteristics in line with the midcap value market.
NUMV Factset Analytics Insight
NUMV aims to invest in the most socially responsible companies while still providing reasonably marketlike exposure to value stocks. The fund takes its holdings from the MSCI USA Mid-Cap Value Index, which selects value stocks according to price/book, forward price/earnings, and dividend yield. From there, NUMV 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 environmental, social, and governance factors, and the highest scoring firms within each sector (the top 50% by market cap) are selected for inclusion in the fund. NUMV’s portfolio is weighted according to an optimization algorithm which tries to minimize any risk and return distortions created by the fund’s ESG screen. NUMV looks pricey next to ultra-cheap vanilla funds, but its fee is reasonable for its specialized exposure.
NUMV MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 24, 2018 the NuShares ESG Mid-Cap Value ETF MSCI ESG Fund Quality Score is 5.97 out of 10.
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. NUMV ranks in the 100th percentile within its peer group and in the 67th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
NUMV CHARTS AND PERFORMANCE
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NUMV Top 10 Countries
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NUMV Top 10 Holdings [View All]
NUMV Summary Data
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NUMV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NUMV. NUMV is rated a 4 out of 5.
NUMV Tradability
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NUMV TOP 10 HOLDINGS[View All]
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NUMV BENCHMARK COMPARISON SUMMARY
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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.