NUEMNuveen ESG Emerging Markets Equity ETF

Grow my money9y track recordRanked #847 of 2,960 in this goal

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

By Nuveen · Launched 2017

Annual Cost

0.36%

#1,826 of 5,562 · low cost

Fund Size

$393M

#1,763 of 5,562 · large

Return (1Y)Goal

+42.2%

Track Record

9 years

#1,567 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,193+41.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

Nuveen ESG Emerging Markets Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 31.3% of fund✓ well diversified

Taiwan Semiconductor Manufacturing Co Ltd

14.2%

SK Square Co Ltd

2.5%

Delta Electronics Inc

2.2%

China Construction Bank Corp

2.0%

Ping An Insurance Group Co of China Ltd

2.0%

United Microelectronics Corp

1.8%

Saudi Arabian Mining Co

1.7%

HDFC Bank Ltd

1.7%

Industrial & Commercial Bank of China Ltd

1.7%

Kuaishou Technology

1.6%

Asset allocation

Stocks

100.2%

By sector

Technology

36.5%

Financial Services

16.8%

Consumer Cyclical

11.2%

Industrials

11.1%

Basic Materials

7.9%

Communication

7.6%

Energy

2.6%

Healthcare

2.6%

Other

3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.0%Moderate

Year-on-year price swings

Max drawdown

-39.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.81Decent risk-adjusted returns

Sortino (3Y)

1.19Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of the Nuveen ESG Emerging Markets Equity Index.
Strategy: Invests primarily in listed equity securities from the Nuveen ESG Emerging Markets Equity Index, which selects companies based on ESG criteria from the MSCI Emerging Markets Index. The Fund replicates the Index by holding component securities in similar proportions.
Inception date: June 6, 2017
Fund family: Nuveen