Nuveen Esg Aggregate Etf Profile

NUBD Etf  USD 22.09  0.02  0.09%   

Performance

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Odds Of Distress

Less than 9

 
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Nuveen ESG is trading at 22.09 as of the 27th of November 2024, a 0.09 percent decrease since the beginning of the trading day. The etf's lowest day price was 22.06. Nuveen ESG has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Nuveen ESG Aggregate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. Nushares ESG is traded on NYSEARCA Exchange in the United States. More on Nuveen ESG Aggregate

Moving together with Nuveen Etf

  1.0BND Vanguard Total Bond Sell-off TrendPairCorr
  1.0AGG iShares Core Aggregate Sell-off TrendPairCorr
  1.0BIV Vanguard Intermediate Sell-off TrendPairCorr
  1.0SPAB SPDR Portfolio Aggregate Sell-off TrendPairCorr
  1.0EAGG iShares ESG AggregatePairCorr
  1.0FLCB Franklin Templeton ETFPairCorr

Moving against Nuveen Etf

  0.88NVDL GraniteShares 15x LongPairCorr
  0.88NVDX T Rex 2XPairCorr
  0.88NVDU Direxion Daily NVDAPairCorr
  0.81CRPT First Trust SkyBridgePairCorr
  0.81WGMI Valkyrie Bitcoin MinersPairCorr
  0.77USD ProShares Ultra SemiPairCorr

Nuveen Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Debt ETFs, Investment Grade ETFs, Intermediate Core Bond, Nuveen (View all Sectors)
IssuerNuveen
Inception Date2017-09-29
BenchmarkBloomberg MSCI U.S. Aggregate ESG Select Index
Entity TypeRegulated Investment Company
Asset Under Management415.02 Million
Average Trading Valume78,577.4
Asset TypeFixed Income
CategoryBroad Debt
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorBrown Brothers Harriman & Co.
AdvisorNuveen Fund Advisors, LLC
CustodianBrown Brothers Harriman & Co.
DistributorNuveen Securities, LLC
Portfolio ManagerLijun Kevin Chen, Yong Mark Zheng
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End30-Sep
ExchangeNYSE Arca, Inc.
Number of Constituents2,099
Market MakerJane Street
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D2.28
NameNuveen ESG U.S. Aggregate Bond ETF
Currency CodeUSD
Open FigiBBG00HTVKYC2
In Threey Volatility7.64
1y Volatility7.55
200 Day M A22.0183
50 Day M A22.2703
CodeNUBD
Updated At26th of November 2024
Currency NameUS Dollar
Nuveen ESG Aggregate [NUBD] is traded in USA and was established 2017-09-29. The fund is listed under Intermediate Core Bond category and is part of Nuveen family. The entity is thematically classified as Broad Debt ETFs. Nuveen ESG Aggregate now have 233.85 M in assets. , while the total return for the last 3 years was -1.8%.
Check Nuveen ESG Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen ESG Aggregate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Nuveen ESG Aggregate Etf Constituents

Federal National Mortgage Association 2.5%1.62%
Fnma Pass-Thru I 3.5%1.53%
United States Treasury Notes 0.25%1.45000005%
United States Treasury Bonds 1.38%1.34000005%
United States Treasury Notes 1.5%1.3099999%
United States Treasury Notes 1.88%3.54%
United States Treasury Bonds 1.88%1.45000005%
United States Treasury Bonds 2.75%2.02%
United States Treasury Notes 0.38%1.2999999%
United States Treasury Notes 2%1.9199999%

Nuveen ESG Top Holders

MMREXMainstay Esg Multi AssetMutual FundAllocation--50% to 70% Equity
MMCEXMainstay Esg Multi AssetMutual FundAllocation--50% to 70% Equity
MMAEXMainstay Esg Multi AssetMutual FundAllocation--50% to 70% Equity
MMPEXMainstay Esg Multi AssetMutual FundAllocation--50% to 70% Equity
MMTEXMainstay Esg Multi AssetMutual FundAllocation--50% to 70% Equity
More Details

Nuveen ESG Aggregate Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Nuveen ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Nuveen ESG Against Markets

When determining whether Nuveen ESG Aggregate is a strong investment it is important to analyze Nuveen ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Nuveen ESG's future performance. For an informed investment choice regarding Nuveen Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen ESG Aggregate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
The market value of Nuveen ESG Aggregate is measured differently than its book value, which is the value of Nuveen that is recorded on the company's balance sheet. Investors also form their own opinion of Nuveen ESG's value that differs from its market value or its book value, called intrinsic value, which is Nuveen ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nuveen ESG's market value can be influenced by many factors that don't directly affect Nuveen ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nuveen ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nuveen ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.