NUSI
Nationwide Nasdaq-100 Risk-Managed Income ETFNUSI Fund Description
NUSI is an actively-managed portfolio of stocks included in the Nasdaq-100 Index combined with an options collar. The fund seeks to generate current income with some downside protection.
NUSI Factset Analytics Insight
NUSI is actively managed portfolio of stocks included in the Nasdaq-100 Index and an options collar. Per index rules, the fund only invests in the top 100 largest by market cap, nonfinancial stocks listed on NASDAQ. A collar strategy involves selling or writing call options and buying put options, thus generating income to hedge some downside risk. The fund’s manager utilizes a proprietary, systematic model to manage the Fund’s options positions, yet is not tied to specific upside or downside thresholds. The strategy seeks to generate high current income on a monthly basis from any dividends received from the underlying stock and the option premiums retained. Prior to Dec. 10, 2021, the fund was named Nationwide Risk-Managed Income ETF.
NUSI MSCI ESG Analytics Insight
Nationwide Nasdaq-100 Risk-Managed Income ETF has an MSCI ESG Fund Rating of AA based on a score of 7.58 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. Nationwide Nasdaq-100 Risk-Managed Income ETF ranks in the 64th percentile within its peer group and in the 67th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
NUSI Summary Data
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NUSI Portfolio Management
NUSI Tax Exposures
NUSI Fund Structure
NUSI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NUSI. NUSI is rated a 5 out of 5.
NUSI Tradability
NUSI Sector/Industry Breakdown
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NUSI Top 10 Holdings[View All]
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NUSI Economic Development
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NUSI Performance Statistics
NUSI MSCI ESG Ratings
NUSI Benchmark Comparison Summary
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NUSI 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.