NUDGNuveen Dividend Growth Fund ETF Class
Seeks an attractive total return comprised of income from dividends and long-term capital appreciation.
Launched 2026
Annual Cost
—
#5,756 of 5,756 · expensive
Fund Size
—
#5,756 of 5,756 · small
Dividend YieldGoal
—
Track Record
1 month
#5,631 of 5,756 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,095+1.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 39.8% of fund✓ well diversified
Microsoft Corp
6.8%
Apple Inc
6.2%
Broadcom Inc
4.7%
Taiwan Semiconductor Manufacturing Co Ltd
3.7%
Amphenol Corp
3.6%
JPMorgan Chase & Co
3.6%
Walmart Inc
3.1%
American Express Co
2.8%
Mastercard Inc
2.7%
NextEra Energy Inc
2.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.3%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
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Data updated on 2026-07-22