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NULGNuveen ESG Large-Cap Growth ETF

Grow my money9y track recordRanked #381 of 2,992 in this goal

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

By Nuveen · Launched 2016

Annual Cost

0.26%

#1,214 of 5,854 · low cost

Fund Size

$2.8B

#623 of 5,854 · large

Return (1Y)Goal

+14.1%

Track Record

9 years

#1,483 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,733+17.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Focus

ESG

Index tracked

Nuveen ESG USA Large-Cap Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 49.6% of fundmoderately concentrated

NVIDIA Corp
17.0%
Broadcom Inc
7.6%
Alphabet Inc
5.9%
Advanced Micro Devices Inc
3.9%
Visa Inc
3.0%
Eli Lilly & Co
2.8%
Mastercard Inc
2.5%
GE Vernova Inc
2.5%
Lam Research Corp
2.3%
Oracle Corp
2.1%

Asset allocation

Stocks
100.0%

By sector

Technology
51.1%
Consumer Cyclical
13.6%
Industrials
11.8%
Healthcare
9.0%
Communication
5.0%
Financial Services
4.5%
Real Estate
2.3%
Basic Materials
2.2%
Other
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.0%Moderate

Year-on-year price swings

Max drawdown
-36.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.88Decent risk-adjusted returns
Sortino (3Y)
1.29Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the Nuveen ESG USA Large-Cap Growth Index.
Strategy
Seeks to track the investment results of the Nuveen ESG USA Large-Cap Growth Index by investing all or substantially all assets in equity securities with growth characteristics issued by large capitalization companies listed on U.S. exchanges. The Index is comprised of companies that meet certain ESG criteria, with a significant portion in the information technology sector.
Inception date
December 13, 2016
Fund family
Nuveen

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Data updated on 2026-08-03