NUDM - ETF AI Analysis
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Nuveen ESG International Developed Markets Equity ETF (NUDM)
Rating:64Neutral
Price Target:―
Positive Factors
Leading ESG International Focus
The fund targets developed markets outside the U.S. with an ESG (environmental, social, and governance) screen, appealing to investors who want responsible exposure to international stocks.
Broad Country and Sector Diversification
Holdings are spread across many countries like Japan, the UK, and several European markets and across multiple sectors, which helps reduce the impact of weakness in any single region or industry.
Solid Performance from Key Holdings
Several of the largest positions, such as ASML and major Japanese financial groups, have shown strong gains this year, supporting the ETF’s overall results.
Negative Factors
Recent Short-Term Weakness
Despite being up for the year, the ETF has seen a weak three-month stretch, which may signal near-term volatility or cooling momentum.
Concentration in Financials
With a large share of assets in financial stocks, the fund is more exposed to risks tied to interest rates, banking conditions, and financial regulation.
Mixed Results Among Top Holdings
Some major positions, including SAP, Allianz, Unilever, and Sony, have lagged recently, which could drag on performance if these stocks do not recover.
NUDM vs. SPDR S&P 500 ETF (SPY)
AUM641.41M
RegionDeveloped Markets
Expense Ratio0.27%
Beta0.82
IssuerNuveen
Inception DateJun 06, 2017
Dividend Yield7.39%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG International DM
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume52,050
30 Day Avg. Volume81,608
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
42.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering148
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUDM Summary
NUDM is an ETF that tracks the MSCI Nuveen ESG International Developed Markets index, investing in companies from countries like Japan, the UK, and Europe that meet environmental, social, and governance (ESG) standards. It holds well-known names such as ASML, Novartis, Sony, and Unilever, and spreads money across many sectors including financials, industrials, health care, and technology. Someone might invest in NUDM for broad international diversification while supporting more sustainable businesses. A key risk is that international stock prices can go up and down with global markets and currency swings.
How much will it cost me?The Nuveen ESG International Developed Markets Equity ETF (NUDM) has an expense ratio of 0.28%, which means you’ll pay $2.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to follow ESG principles and select investments that meet specific sustainability criteria.
What would affect this ETF?The Nuveen ESG International Developed Markets Equity ETF (NUDM) could benefit from the growing global interest in sustainable investing and the strong performance of its top holdings in sectors like technology and healthcare, which are often resilient during economic growth. However, potential risks include economic slowdowns in developed markets outside North America, regulatory changes affecting ESG-focused investments, or sector-specific challenges, such as volatility in financials or consumer cyclical industries. Investors should also consider how currency fluctuations might impact returns, given its international focus.
NUDM Top 10 Holdings
NUDM leans heavily on international industrial and financial powerhouses, with ASML and Mitsubishi Electric doing much of the heavy lifting thanks to their rising longer-term momentum, even if recent trading has been choppy. ABB and Westpac are also pulling their weight, offering steadier support from Europe and Australia. On the flip side, SAP and Unilever have been losing steam, acting as mild brakes on performance. Overall, this is a developed-markets ex-North America play, diversified across sectors but with a noticeable tilt toward industrials, financials, and high-end tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.89% | $23.68M | €443.48B | 109.20% | 76 Outperform | |
| Novartis AG | 2.69% | $16.37M | CHF224.91B | 41.41% | 80 Outperform | |
| Siemens | 1.95% | $11.88M | €162.63B | 18.22% | 74 Outperform | |
| Allianz | 1.91% | $11.65M | €139.32B | 17.62% | 67 Neutral | |
| Westpac Banking | 1.84% | $11.21M | AU$136.13B | 55.70% | 69 Neutral | |
| Sumitomo Mitsui Financial Group | 1.83% | $11.14M | ¥20.53T | 64.48% | 77 Outperform | |
| Mizuho Financial Group | 1.72% | $10.45M | ¥16.09T | 88.91% | 77 Outperform | |
| Panasonic | 1.71% | $10.40M | ¥6.49T | 73.21% | 73 Outperform | |
| ABB Ltd | 1.65% | $10.06M | CHF119.90B | 65.32% | 78 Outperform | |
| Unilever | 1.63% | $9.92M | £91.18B | ― | 72 Outperform |
NUDM Technical Analysis
Positive
―
Price Trends
37.65
Negative
36.83
Negative
35.47
Positive
Market Momentum
-0.45
Negative
49.77
Neutral
79.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.17, equal to the 50-day MA of 37.65, and equal to the 200-day MA of 35.47, indicating a neutral trend. The MACD of -0.45 indicates Negative momentum. The RSI at 49.77 is Neutral, neither overbought nor oversold. The STOCH value of 79.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUDM.
NUDM Peer Comparison
Comparison Results
Performance Comparison
NUDM
Nuveen ESG International Developed Markets Equity ETF
36.56
8.71
31.27%
DMXF
iShares ESG Advanced MSCI EAFE ETF
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―
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IQDG
WisdomTree International Quality Dividend Growth Fund
―
―
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DWM
WisdomTree International Equity Fund
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EFAX
SPDR MSCI EAFE Fossil Fuel Free ETF
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―
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JPIN
J.P. Morgan Diversified Return International Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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