NUSC

Nuveen ESG Small-Cap ETF
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92
*Unless otherwise stated, data provided by FactSet.

NUSC Fund Description

NUSC tracks a multi-factor-weighted index of small-cap companies listed on US exchanges. Holdings are screened for environmental, social, and governance criteria.

NUSC Factset Analytics Insight

NUSC takes the popular ESG theme and slices it specifically within the small-cap space. The fund’s underlying index is derived from the MSCI USA Small Cap 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, NUSC charges a reasonable fee.

NUSC MSCI ESG Analytics Insight

Nuveen ESG Small-Cap ETF has an MSCI ESG Fund Rating of A based on a score of 6.06 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 Small-Cap ETF ranks in the 69th percentile within its peer group and in the 100th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

NUSC CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 07/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
NUSC 1.94% 0.14% 19.08% -2.49% -- -- --
NUSC (NAV) 1.30% 0.60% 19.20% -2.23% -- -- --
TIAA ESG USA Small-Cap Index -- -- -- -- -- -- --
MSCI USA Small Cap Index 1.45% 0.55% 18.88% -2.34% 11.28% 8.52% 14.75%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

NUSC Top 10 Countries

NUSC Top 10 Sectors

NUSC Top 10 Holdings [View All]

NUSC Summary Data

Nuveen
12/13/16
Open-Ended Fund
0.40%
$132.52M
$1.62M
0.17%

NUSC Portfolio Data

$3.70B
50.18
2.08
3.32%
12/26/18
634

NUSC Index Data

Multi-Factor
Principles-based
MSCI USA Small Cap Index

NUSC Portfolio Management

0.40%
--
--
--

NUSC Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

NUSC Fund Structure

Open-Ended Fund
No
No
No Policy
N/A
N/A
Low
Daily
Cboe Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

NUSC Factset Analytics Block Liquidity

As of 07/19/19
5
4
3
2
1

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

NUSC Tradability

56,219
$1.62M
18,712
$534.09K
0.17%
$0.05
0.09%
0.53% / -0.32%
None
100.00%
50,000
0.37
0.03%
0.02%
--
$29.56
5

NUSC Sector/Industry Breakdown


NUSC
Segment Benchmark
26.09%
26.86%
15.74%
14.69%
14.88%
14.24%
12.52%
12.99%
12.42%
13.22%
5.48%
4.33%
5.03%
5.54%
4.27%
4.06%
2.96%
3.13%
0.61%
0.94%

NUSC Countries


NUSC
Segment Benchmark
100.00%
100.00%

NUSC Regions


NUSC
Segment Benchmark
100.00%
100.00%

NUSC Economic Development


NUSC
Segment Benchmark
100.00%
100.00%

NUSC Performance Statistics

0.99
1.00
1.00
0.99
0.07%
MSCI USA Small Cap Index

NUSC MSCI ESG Ratings

A
6.06 / 10
99.62
68.58
1.32%
7.53%
56.62

NUSC BENCHMARK COMPARISON HOLDINGS

634
1800
629
37.53%

NUSC BENCHMARK COMPARISON SUMMARY


NUSC
Segment Benchmark
634
1800
$3.70B
$3.69B
50.18
38.63
2.08
2.09
1.74%
1.68%
Low
Low

NUSC BENCHMARK COMPARISON MARKET CAP SIZE


NUSC
Segment Benchmark
0.00%
0.03%
57.90%
59.21%
37.94%
36.96%
4.16%
3.80%