NUDM - ETF AI Analysis

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Nuveen ESG International Developed Markets Equity ETF (NUDM)

Rating:64Neutral

Price Target:―

NUDM’s rating suggests it is a solid, but not top-tier, ESG-focused international equity fund, supported by strong core holdings like Novartis, ASML, ABB, and major Japanese financial groups that show robust financial performance, healthy growth, and generally positive momentum. However, some key positions such as Allianz, SAP, Unilever, and Westpac face bearish or mixed technical trends and valuation concerns, which likely weigh on the overall score. The main risk factor is that many of the top holdings are large financial and industrial names in developed markets, so weakness in those sectors or regions could affect the fund’s performance.

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)

AUM634.46M

RegionDeveloped Markets

Expense Ratio0.27%

Beta0.80

IssuerNuveen

Inception DateJun 06, 2017

Dividend Yield7.47%

Asset ClassEquity

Index TrackedMSCI Nuveen ESG International DM

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume80,152

30 Day Avg. Volume87,659

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

41.49

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering147

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 Europe and Japan, and its story right now is about a few star players doing much of the heavy lifting. ASML is powering ahead, giving the fund a strong tech engine, while Novartis adds a steady dose of health care strength. Japanese financials like Sumitomo Mitsui and Mizuho are rising and quietly becoming key drivers, showing how much the fund is tied to overseas banks. On the flip side, SAP has been losing steam and Allianz looks sluggish, modestly tugging on performance in an otherwise broadly diversified, ESG-focused lineup.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	3.84%	$24.02M	€450.59B	80.13%	76 Outperform
NOVN	Novartis AG	2.67%	$16.70M	CHF230.97B	25.96%	80 Outperform
SIE	Siemens	2.02%	$12.60M	€167.96B	-4.39%	74 Outperform
ALV	Allianz	1.86%	$11.62M	€134.10B	0.55%	67 Neutral
WBC	Westpac Banking	1.82%	$11.41M	AU$140.02B	51.44%	69 Neutral
SAP	SAP SE	1.81%	$11.29M	€189.51B	-30.51%	66 Neutral
8316	Sumitomo Mitsui Financial Group	1.73%	$10.81M	¥19.50T	26.13%	77 Outperform
ABB	ABB Ltd	1.70%	$10.62M	kr1.44T	36.87%	78 Outperform
ULVR	Unilever	1.70%	$10.60M	£105.64B	―	72 Outperform
6752	Panasonic	1.62%	$10.14M	¥6.09T	29.32%	73 Outperform

NUDM Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

37.98

Negative

100DMA

36.77

Negative

200DMA

35.19

Positive

Market Momentum

MACD

-0.45

Positive

RSI

30.97

Neutral

STOCH

17.63

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 38.36, equal to the 50-day MA of 37.98, and equal to the 200-day MA of 35.19, indicating a neutral trend. The MACD of -0.45 indicates Positive momentum. The RSI at 30.97 is Neutral, neither overbought nor oversold. The STOCH value of 17.63 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NUDM.

NUDM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NUDM	―	―	$634.46M	0.27%	64 Neutral
IQDG	―	―	$701.06M	0.42%	67 Neutral
DMXF	―	―	$650.53M	0.12%	65 Neutral
DWM	―	―	$648.51M	0.48%	65 Neutral
EFAX	―	―	$474.83M	0.20%	66 Neutral
JPIN	―	―	$355.50M	0.37%	58 Neutral

Performance Comparison

NUDM

Nuveen ESG International Developed Markets Equity ETF

36.16

5.59

18.29%

IQDG

WisdomTree International Quality Dividend Growth Fund

―

DMXF

iShares ESG Advanced MSCI EAFE ETF

―

DWM

WisdomTree International Equity Fund

―

EFAX

SPDR MSCI EAFE Fossil Fuel Free ETF

―

JPIN

J.P. Morgan Diversified Return International Equity ETF

―

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.

Disclaimer

This 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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