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NUGO - ETF AI Analysis
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Nuveen Growth Opportunities ETF (NUGO)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, driving overall returns.
Sector Focus on Growth
With over half of its exposure in technology, the ETF is positioned to benefit from innovation and growth trends in this sector.
Healthy Asset Base
The fund has substantial assets under management, indicating investor confidence and stability.
Negative Factors
High Concentration in Technology
Over 56% of the portfolio is in technology, making the ETF vulnerable to sector-specific downturns.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, offering little exposure to international markets.
Moderate Expense Ratio
The fund's expense ratio is higher than some low-cost ETFs, which could slightly reduce net returns over time.
NUGO vs. SPDR S&P 500 ETF (SPY)
AUM2.77B
RegionNorth America
Expense Ratio0.56%
Beta1.35
IssuerNuveen
Inception DateSep 27, 2021
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume39,796
30 Day Avg. Volume75,309
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
48.87Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUGO Summary
The Nuveen Growth Opportunities ETF (NUGO) is a fund that focuses on large-cap companies with strong growth potential, primarily in the U.S. It includes well-known names like Nvidia and Microsoft, and invests heavily in sectors such as technology and communication services. This ETF is designed for investors looking to add high-quality, growth-driven stocks to their portfolio, making it a good choice for those seeking long-term expansion opportunities. However, because it is heavily focused on tech-related industries, its performance can be significantly impacted by changes in the technology sector or broader market trends.
How much will it cost me?The Nuveen Growth Opportunities ETF (NUGO) has an expense ratio of 0.56%, which means you’ll pay $5.60 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a curated selection of growth-oriented large-cap stocks rather than tracking a broad index.
What would affect this ETF?The Nuveen Growth Opportunities ETF (NUGO), heavily focused on U.S. large-cap growth stocks, could benefit from continued innovation and strong performance in the technology sector, which makes up over half of its portfolio. However, it may face challenges if interest rates rise, as growth stocks often become less attractive in such environments, or if economic conditions weaken, impacting consumer spending and cyclical sectors. Regulatory changes affecting major holdings like Nvidia, Microsoft, or Amazon could also influence the ETF's performance.
NUGO Top 10 Holdings
The Nuveen Growth Opportunities ETF (NUGO) leans heavily into the technology sector, with names like Nvidia and Microsoft driving its performance. Nvidia’s focus on AI and data centers has kept it steady despite recent mixed momentum, while Microsoft’s cloud and AI growth provide long-term promise despite short-term lagging signals. Alphabet is rising fast, fueled by strong earnings and strategic investments in AI, while Apple’s steady profitability anchors the fund. However, Tesla’s recent surge adds a spark of excitement, balancing out weaker showings from Amazon and Meta. Overall, NUGO’s U.S.-centric portfolio is a tech-heavy bet on innovation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.87% | $384.78M | $4.58T | 34.79% | 76 Outperform | |
| Microsoft | 12.10% | $335.55M | $3.63T | 11.39% | 79 Outperform | |
| Alphabet Class A | 8.50% | $235.59M | $3.80T | 60.58% | 85 Outperform | |
| Broadcom | 8.39% | $232.69M | $1.66T | 42.74% | 76 Outperform | |
| Apple | 7.88% | $218.66M | $4.05T | 5.71% | 79 Outperform | |
| Amazon | 7.03% | $194.91M | $2.48T | 2.35% | 71 Outperform | |
| Eli Lilly & Co | 3.85% | $106.72M | $1.02T | 34.94% | 72 Outperform | |
| Mastercard | 3.84% | $106.49M | $520.34B | 8.08% | 75 Outperform | |
| Meta Platforms | 2.17% | $60.17M | $1.68T | 10.64% | 76 Outperform | |
| Tesla | 2.09% | $57.86M | $1.61T | 6.88% | 73 Outperform |
NUGO Technical Analysis
Positive
―
Price Trends
39.96
Positive
39.27
Positive
36.25
Positive
Market Momentum
-0.03
Negative
55.07
Neutral
86.17
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUGO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.90, equal to the 50-day MA of 39.96, and equal to the 200-day MA of 36.25, indicating a bullish trend. The MACD of -0.03 indicates Negative momentum. The RSI at 55.07 is Neutral, neither overbought nor oversold. The STOCH value of 86.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUGO.
NUGO Peer Comparison
Comparison Results
Performance Comparison
NUGO
Nuveen Growth Opportunities ETF
40.25
4.24
11.77%
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
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SPYI
NEOS S&P 500 High Income ETF
―
―
―
TCAF
T. Rowe Price Capital Appreciation Equity ETF
―
―
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FELC
Fidelity Enhanced Large Cap Core ETF
―
―
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DIVO
Amplify CWP Enhanced Dividend Income 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.
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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