Key stats
About Nuveen ESG Large-Cap Value ETF
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Inception date
Dec 13, 2016
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Nuveen Fund Advisors LLC
Distributor
Nuveen Securities LLC
ISIN
US67092P3001
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.
Related funds
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
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.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
NULV trades at 42.88 USD today, its price has fallen −1.74% in the past 24 hours. Track more dynamics on NULV price chart.
NULV net asset value is 42.86 today — it's risen 0.11% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
NULV assets under management is 1.83 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
NULV price has fallen by −0.30% over the last month, and its yearly performance shows a 3.15% increase. See more dynamics on NULV price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 0.11% over the last month, showed a 1.17% increase in three-month performance and has increased by 5.15% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 0.11% over the last month, showed a 1.17% increase in three-month performance and has increased by 5.15% in a year.
NULV fund flows account for −8.85 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
NULV invests in stocks. See more details in our Analysis section.
NULV expense ratio is 0.26%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, NULV isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, NULV technical analysis shows the sell rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating NULV shows the buy signal. See more of NULV technicals for a more comprehensive analysis.
Today, NULV technical analysis shows the sell rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating NULV shows the buy signal. See more of NULV technicals for a more comprehensive analysis.
Yes, NULV pays dividends to its holders with the dividend yield of 1.92%.
NULV trades at a premium (0.04%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
NULV shares are issued by TIAA Board of Governors
NULV follows the MSCI Nuveen ESG USA Large Cap Value. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 13, 2016.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.