NUGONuveen Growth Opportunities ETF

Grow my money4y track recordRanked #705 of 2,960 in this goal

Seeks long-term capital appreciation.

By Nuveen · Launched 2021

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$2.8B

#597 of 5,562 · large

Return (1Y)Goal

+26.5%

Track Record

4 years

#2,481 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,687+26.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 69.2% of fundconcentrated

NVIDIA Corp

14.4%

Microsoft Corp

11.0%

Alphabet Inc

9.4%

Apple Inc

7.7%

Amazon.com Inc

7.4%

Broadcom Inc

7.3%

Eli Lilly & Co

3.8%

Mastercard Inc

3.7%

Meta Platforms Inc

2.4%

Arista Networks Inc

2.1%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Technology

58.6%

Communication

11.7%

Consumer Cyclical

10.8%

Industrials

8.7%

Healthcare

6.5%

Financial Services

2.9%

Consumer Defensive

0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.6%Moderate

Year-on-year price swings

Max drawdown

-38.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.99Decent risk-adjusted returns

Sortino (3Y)

1.45Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in equity securities of growth companies, focusing on U.S. firms with market caps over $1 billion. Actively managed, selecting 40 to 65 stocks based on earnings growth, quality fundamentals, and valuation.
Inception date: September 27, 2021
Fund family: Nuveen