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NUDGNuveen Dividend Growth Fund ETF Class

Get incomeGrow my moneyNewRanked #1,679 of 1,706 in this goal

Seeks an attractive total return comprised of income from dividends and long-term capital appreciation.

Launched 2026

Annual Cost

Fund Size

Return (1Y)

N/A

Track Record

3 months

#5,619 of 6,033 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,064+0.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Dividend

Holdings

By weight

Concentration

Top 10 holdings = 40.9% of fundmoderately concentrated

Apple Inc
6.4%
Microsoft Corp
6.3%
Broadcom Inc
5.9%
Taiwan Semiconductor Manufacturing Co Ltd
4.3%
Amphenol Corp
3.6%
JPMorgan Chase & Co
3.6%
NextEra Energy Inc
2.9%
Walmart Inc
2.8%
Motorola Solutions Inc
2.5%
American Express Co
2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks an attractive total return comprised of income from dividends and long-term capital appreciation.
Strategy
Invests primarily in dividend-paying common stocks and preferred securities, focusing on small-, mid-, and large-cap companies. May have greater exposure to higher dividend-yield sectors and invest up to 25% in non-U.S. equity securities that are U.S. dollar-denominated.
Inception date
June 3, 2026

Next steps

Save NUDG to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-16