NUDM - ETF AI Analysis
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Nuveen ESG International Developed Markets Equity ETF (NUDM)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings Performing Well
Several of the largest positions, including ASML and multiple Japanese industrial names, have delivered strong year-to-date results that support the fund’s overall returns.
Broad International Diversification
The fund spreads its investments across many developed countries and sectors, which helps reduce the impact of weakness in any single market or industry.
Negative Factors
Heavy Tilt Toward Japan and Europe
A large share of assets is concentrated in Japan and major European markets, so the fund is sensitive to economic or political setbacks in those regions.
Moderate Expense Ratio
While not especially high, the fund’s fee is above the rock-bottom costs of some broad international index ETFs, slightly reducing net returns over time.
Sector Imbalance
The portfolio has relatively lighter exposure to areas like technology and health care compared with some global peers, which could limit participation if those sectors lead the market.
NUDM vs. SPDR S&P 500 ETF (SPY)
AUM702.73M
RegionDeveloped Markets
Expense Ratio0.27%
Beta0.83
IssuerNuveen
Inception DateJun 06, 2017
Dividend Yield6.85%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG International DM
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume39,912
30 Day Avg. Volume45,345
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
44.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering150
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUDM Summary
NUDM is an ETF that follows the MSCI Nuveen ESG International Developed Markets index, investing in stocks from countries like Japan, the UK, and Switzerland while screening for environmental, social, and governance (ESG) standards. It holds many types of companies, including well-known names like ASML Holding and Novartis, across sectors such as finance, industry, health care, and technology. Someone might invest in NUDM to get 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 movements.
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’s story is being written largely by its international tech and industrial heavyweights, with ASML and Tokyo Electron surging and giving the fund a strong semiconductor tailwind, while Panasonic’s recent climb adds extra spark from Japan. On the industrial side, Siemens and ABB are steadily pulling their weight, helping balance the ride. Financials are more of a mixed bag: Sumitomo Mitsui and Allianz are rising, but Commonwealth Bank of Australia is lagging a bit, acting as a mild brake. Overall, the ETF leans toward developed markets outside North America, with a notable tilt toward Europe and Japan.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 4.58% | $31.69M | €587.11B | 141.28% | 76 Outperform | |
| Novartis AG | 2.50% | $17.29M | CHF228.20B | 35.44% | 80 Outperform | |
| Siemens | 2.24% | $15.51M | €201.66B | 17.65% | 74 Outperform | |
| Tokyo Electron | 2.07% | $14.31M | ¥29.59T | 118.45% | 73 Outperform | |
| Commonwealth Bank of Australia | 2.06% | $14.26M | AU$287.18B | -5.85% | 64 Neutral | |
| Allianz | 2.05% | $14.21M | €160.15B | 22.13% | 67 Neutral | |
| Sumitomo Mitsui Financial Group | 2.02% | $13.95M | ¥25.65T | 79.31% | 77 Outperform | |
| Mizuho Financial Group | 1.88% | $13.01M | ¥19.34T | 76.42% | 77 Outperform | |
| ABB Ltd | 1.84% | $12.71M | kr1.70T | 49.69% | 78 Outperform | |
| Intesa Sanpaolo SpA | 1.75% | $12.13M | €110.92B | 27.42% | 76 Outperform |
NUDM Technical Analysis
Neutral
―
Price Trends
39.29
Positive
38.35
Positive
37.39
Positive
Market Momentum
0.18
Positive
47.22
Neutral
37.18
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 39.86, equal to the 50-day MA of 39.29, and equal to the 200-day MA of 37.39, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 47.22 is Neutral, neither overbought nor oversold. The STOCH value of 37.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NUDM.
NUDM Peer Comparison
Comparison Results
Performance Comparison
NUDM
Nuveen ESG International Developed Markets Equity ETF
39.48
6.68
20.37%
JHMD
John Hancock Multifactor Developed International ETF
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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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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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