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NUGO - ETF AI Analysis
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Nuveen Growth Opportunities ETF (NUGO)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Well-Known Growth Holdings
The ETF’s biggest positions are in major, established growth companies that many investors view as long-term leaders in technology and consumer markets.
Strong Contributor Among Top Holdings
Applied Materials has shown strong recent performance, helping to offset weaker results from some other large positions.
Meaningful Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and ongoing fund operations.
Negative Factors
High Stock Concentration
A small group of companies, especially in technology, makes up a large share of the portfolio, increasing the impact of any sharp move in those names.
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, reflecting pressure on many of its key holdings.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the gross return is eaten up by fees each year.
NUGO vs. SPDR S&P 500 ETF (SPY)
AUM2.59B
RegionNorth America
Expense Ratio0.56%
Beta1.34
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. Volume5,075
30 Day Avg. Volume29,190
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
48.99Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUGO Summary
Nuveen Growth Opportunities ETF (NUGO) is an exchange-traded fund that focuses on fast-growing, large U.S. companies rather than tracking a specific index. It is heavily tilted toward technology and other innovative businesses, with major holdings like Nvidia and Microsoft, along with other well-known names such as Apple and Amazon. Someone might invest in NUGO if they want long-term growth potential from leading companies across several sectors in a single, convenient investment. A key risk is that it is heavily exposed to tech and growth stocks, so its price can rise and fall more sharply than the overall market.
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
NUGO is riding the big-tech and AI wave, with Nvidia, Microsoft, and Alphabet sitting in the driver’s seat. Alphabet has been a bright spot lately, while Nvidia’s gains have been more mixed, keeping it from fully powering the fund. Microsoft and Apple have been losing steam, acting as a bit of a brake on performance, and Mastercard and Meta are also lagging. On the positive side, Applied Materials and Eli Lilly add some welcome lift. Overall, this is a U.S.-heavy, tech-centric story with a clear tilt toward AI and digital platforms.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.41% | $373.17M | $4.49T | 35.01% | 76 Outperform | |
| Microsoft | 10.41% | $269.47M | $2.95T | -4.32% | 79 Outperform | |
| Apple | 9.34% | $241.84M | $3.87T | 7.76% | 79 Outperform | |
| Alphabet Class A | 8.86% | $229.45M | $3.66T | 63.02% | 85 Outperform | |
| Broadcom | 6.54% | $169.43M | $1.58T | 45.38% | 76 Outperform | |
| Amazon | 6.44% | $166.83M | $2.16T | -11.24% | 71 Outperform | |
| Eli Lilly & Co | 4.27% | $110.57M | $977.37B | 19.49% | 72 Outperform | |
| Mastercard | 3.68% | $95.32M | $465.46B | -8.19% | 75 Outperform | |
| Arista Networks | 2.23% | $57.85M | $179.55B | 28.38% | 83 Outperform | |
| Meta Platforms | 2.23% | $57.70M | $1.62T | -9.16% | 76 Outperform |
NUGO Technical Analysis
Negative
―
Price Trends
39.44
Negative
39.64
Negative
37.85
Negative
Market Momentum
-0.50
Positive
39.48
Neutral
24.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUGO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 38.74, equal to the 50-day MA of 39.44, and equal to the 200-day MA of 37.85, indicating a bearish trend. The MACD of -0.50 indicates Positive momentum. The RSI at 39.48 is Neutral, neither overbought nor oversold. The STOCH value of 24.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NUGO.
NUGO Peer Comparison
Comparison Results
Performance Comparison
NUGO
Nuveen Growth Opportunities ETF
38.07
2.52
7.09%
QQQI
NEOS Nasdaq 100 High Income ETF
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―
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SPYI
NEOS S&P 500 High Income ETF
―
―
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FELC
Fidelity Enhanced Large Cap Core ETF
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―
―
DIVO
Amplify CWP Enhanced Dividend Income ETF
―
―
―
TCAF
T. Rowe Price Capital Appreciation 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.
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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