NUSCNuveen ESG Small-Cap ETF

Grow my money9y track recordRanked #449 of 2,960 in this goal

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

By Nuveen · Launched 2016

Annual Cost

0.31%

#1,525 of 5,562 · low cost

Fund Size

$1.6B

#853 of 5,562 · large

Return (1Y)Goal

+30.3%

Track Record

9 years

#1,511 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,973+29.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Index tracking

Focus

ESG

Index tracked

Nuveen ESG USA Small-Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.1% of fund✓ well diversified

TechnipFMC PLC

1.3%

Moderna Inc

1.1%

Exact Sciences Corp

1.1%

Ionis Pharmaceuticals Inc

1.0%

East West Bancorp Inc

1.0%

AGNC Investment Corp

1.0%

Host Hotels & Resorts Inc

0.9%

NEXTracker Inc

0.9%

Carpenter Technology Corp

0.9%

Service Corp International/US

0.9%

Asset allocation

Stocks

100.0%

By sector

Industrials

19.9%

Technology

17.5%

Financial Services

14.0%

Healthcare

12.8%

Consumer Cyclical

10.7%

Real Estate

7.8%

Basic Materials

4.6%

Energy

3.3%

Other

9.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.4%Moderate

Year-on-year price swings

Max drawdown

-41.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.52Decent risk-adjusted returns

Sortino (3Y)

0.76Moderate downside risk

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of the Nuveen ESG USA Small-Cap Index.
Strategy: Invests primarily in equity securities of small-cap companies listed on U.S. exchanges that meet ESG criteria, tracking the Nuveen ESG USA Small-Cap Index, which selects from the MSCI USA Small Cap Index.
Inception date: December 13, 2016
Fund family: Nuveen