NULCNuveen ESG Large-Cap ETF

Grow my money7y track recordRanked #1,242 of 2,969 in this goal

Seeks to track the investment results of the Nuveen ESG USA Large-Cap Index.

By Nuveen · Launched 2019

Annual Cost

0.21%

#1,099 of 5,573 · low cost

Fund Size

$75M

#3,189 of 5,573 · mid-size

Return (1Y)Goal

+26.7%

Track Record

7 years

#1,925 of 5,573 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,644+26.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

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 = 29.8% of fund✓ well diversified

NVIDIA Corp

8.6%

Alphabet Inc

4.1%

Broadcom Inc

3.2%

Alphabet Inc

3.2%

Mastercard Inc

1.9%

Visa Inc

1.9%

Coca-Cola Co/The

1.8%

Procter & Gamble Co/The

1.7%

Costco Wholesale Corp

1.7%

Morgan Stanley

1.7%

Asset allocation

Stocks

100.0%

By sector

Technology

39.6%

Financial Services

12.9%

Communication

10.4%

Healthcare

8.5%

Consumer Cyclical

7.7%

Industrials

7.6%

Consumer Defensive

5.6%

Real Estate

2.2%

Other

5.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.3%Moderate

Year-on-year price swings

Max drawdown

-34.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.07Strong risk-adjusted returns

Sortino (3Y)

1.57Good downside protection

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of the Nuveen ESG USA Large-Cap Index.
Strategy: Invests primarily in equity securities of large-cap companies listed on U.S. exchanges that meet ESG criteria. Tracks the Nuveen ESG USA Large-Cap Index, which selects from the MSCI USA Index.
Inception date: June 3, 2019
Fund family: Nuveen