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NUGONuveen Growth Opportunities ETF

Grow my money4y track recordRanked #748 of 3,055 in this goal

Seeks long-term capital appreciation.

By Nuveen · Launched 2021

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$2.5B

#696 of 6,040 · large

Return (1Y)

+9.4%

Track Record

4 years

#2,436 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,028+10.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Growth

Holdings

By weight

Concentration

Top 10 holdings = 68.6% of fundconcentrated

NVIDIA Corp
14.0%
Alphabet Inc
10.1%
Apple Inc
9.0%
Microsoft Corp
9.0%
Broadcom Inc
7.6%
Amazon.com Inc
7.6%
Eli Lilly & Co
3.3%
Mastercard Inc
3.2%
Arista Networks Inc
2.5%
Applied Materials Inc
2.2%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
60.5%
Communication
12.6%
Industrials
9.7%
Consumer Cyclical
7.3%
Healthcare
6.7%
Financial Services
3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.2%High

Year-on-year price swings

Max drawdown
-38.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.87Decent risk-adjusted returns
Sortino (3Y)
1.28Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities of growth companies, focusing on those with market capitalizations of at least $1 billion. The Fund targets companies in the information technology sector and seeks those with strong earnings growth and attractive valuations relative to the broader market.
Inception date
September 27, 2021
Fund family
Nuveen

Next steps

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

Data updated on 2026-09-18