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NULCNuveen ESG Large-Cap ETF

Grow my money7y track recordRanked #1,226 of 2,998 in this goal

Tracks the investment results of the Nuveen ESG USA Large-Cap Index.

By Nuveen · Launched 2019

Annual Cost

0.21%

#1,002 of 5,861 · low cost

Fund Size

$65M

#3,386 of 5,861 · mid-size

Return (1Y)Goal

+18.2%

Track Record

7 years

#1,887 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,936+19.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Focus

ESG

Index tracked

Nuveen ESG USA Large-Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 32.6% of fundwell diversified

NVIDIA Corp
8.9%
Alphabet Inc
4.4%
Broadcom Inc
4.3%
Alphabet Inc
3.5%
Seagate Technology Holdings PLC
2.1%
Western Digital Corp
2.0%
GE Vernova Inc
1.9%
Costco Wholesale Corp
1.9%
Visa Inc
1.8%
Mastercard Inc
1.7%

Asset allocation

Stocks
100.0%

By sector

Technology
40.6%
Financial Services
12.4%
Healthcare
9.9%
Industrials
9.0%
Consumer Cyclical
7.5%
Communication
6.7%
Consumer Defensive
6.3%
Energy
2.1%
Other
5.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.6%Moderate

Year-on-year price swings

Max drawdown
-35.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.38Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the Nuveen ESG USA Large-Cap Index.
Strategy
Invests primarily in equity securities issued by large capitalization companies listed on U.S. exchanges that meet certain ESG criteria. The Fund seeks to replicate the Index by investing all or substantially all of its assets in the securities represented in the Index, which is comprised of companies ranked based on ESG performance, with a significant portion in the information technology sector.
Inception date
June 3, 2019
Fund family
Nuveen

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Data updated on 2026-08-04