NUDMNuveen ESG International Developed Markets Equity ETF

Grow my money9y track recordRanked #530 of 2,960 in this goal

Seeks to track the investment results of the Nuveen ESG International Developed Markets Equity Index.

By Nuveen · Launched 2017

Annual Cost

0.27%

#1,319 of 5,562 · low cost

Fund Size

$686M

#1,337 of 5,562 · large

Return (1Y)Goal

+24.5%

Track Record

9 years

#1,567 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,461+24.6%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

Nuveen ESG International Developed Markets Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 22.2% of fund✓ well diversified

ASML Holding NV

4.3%

Novartis AG

2.7%

Siemens AG

2.3%

Sumitomo Mitsui Financial Group Inc

2.1%

Mizuho Financial Group Inc

2.1%

Allianz SE

1.9%

SAP SE

1.9%

Unilever PLC

1.7%

Enel SpA

1.7%

ABB Ltd

1.7%

Asset allocation

Stocks

99.2%

Other

0.8%

By sector

Financial Services

25.6%

Industrials

20.8%

Technology

13.1%

Healthcare

10.2%

Consumer Defensive

6.9%

Consumer Cyclical

6.1%

Basic Materials

5.7%

Communication

5.3%

Other

6.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.2%Moderate

Year-on-year price swings

Max drawdown

-32.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.81Decent risk-adjusted returns

Sortino (3Y)

1.17Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of the Nuveen ESG International Developed Markets Equity Index.
Strategy: Invests primarily in listed equity securities from developed markets excluding the U.S. and Canada that meet ESG criteria. The Index selects from the MSCI EAFE Index, which includes large- and mid-cap companies in 21 developed countries. Securities are weighted by market capitalization, and the Index excludes companies in controversial businesses and those exceeding carbon thresholds. The Fund replicates the Index by investing substantially all assets in its components, rebalancing quarterly.
Inception date: June 6, 2017
Fund family: Nuveen