Nuveen ESG Large-Cap Value ETFNuveen ESG Large-Cap Value ETFNuveen ESG Large-Cap Value ETF

Nuveen ESG Large-Cap Value ETF

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Key stats


Assets under management (AUM)
‪1.69 B‬USD
Fund flows (1Y)
‪−37.61 M‬USD
Dividend yield (indicated)
2.00%
Discount/Premium to NAV
0.8%
Shares outstanding
‪41.05 M‬
Expense ratio
0.26%

About Nuveen ESG Large-Cap Value ETF


Issuer
TIAA Board of Governors
Brand
Nuveen
Home page
Inception date
Dec 13, 2016
Structure
Open-Ended Fund
Index tracked
MSCI Nuveen ESG USA Large Cap Value
Management style
Passive
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Nuveen Fund Advisors LLC
Distributor
Nuveen Securities LLC
NULV aims to invest in the most socially responsible firms while still providing reasonably market-like exposure to value stocks. The index selects large-cap stocks from the MSCI USA Value Index (the parent index), which itself selects value stocks according to price/book, forward price/earnings, and dividend yield. From there, NULV 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 ESG factors, and the highest scoring firms within each sector (top 50% by market cap) are selected for inclusion in the index. The portfolio is weighted according to a multi-factor optimization algorithm, which tries to minimize any risk and return distortions created by the fund`s ESG screen. The index is rebalanced and reconstituted quarterly starting each February.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Value
Strategy
Value
Geography
U.S.
Weighting scheme
Multi-factor
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.