NWLGNuveen Winslow Large-Cap Growth ESG ETF
NWLG Fund Description
NWLG is an actively managed, non-transparent fund with exposure to US large-cap stocks screened for both growth and positive ESG characteristics.
NWLG Factset Analytics Insight
NWLG primarily invests in large-cap US companies exhibiting positive environmental, social and governance (ESG) factors that are relevant to their long-term financial performance. The fund specifically screens the Russell 1000 Index for both quantitative (focuses on companies’ potential for above-average future earnings growth) and qualitative (consists of various ESG factors, as determined by independent ESG research providers) measures through a fundamental, bottom-up approach. An exclusionary screen is also applied to remove companies engaged in the manufacturing and production of: nuclear weapons, civilian firearms, tobacco and thermal coal. The fund is actively managed and may have a non-US exposure of up to 20%. Unlike traditional ETFs, NWLG’s non-transparent structure does not disclose its actual holdings daily and instead publishes a “proxy portfolio” on its website. Actual holdings will be disclosed on a monthly basis with a 30-day lag.
NWLG Portfolio Management
NWLG Tax Exposures
NWLG Fund Structure
NWLG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NWLG. NWLG is rated a N/A out of 5.
NWLG Economic Development
NWLG Performance Statistics
NWLG Benchmark Comparison Summary
NWLG Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.