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NULV - AI Analysis
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Nuveen ESG Large-Cap Value ETF (NULV)
Rating:72Outperform
Price Target:
$49.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Intel and IBM, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Low Expense Ratio
The fund’s expense ratio is relatively low, making it cost-effective for long-term investors.
Negative Factors
Over-Concentration in U.S. Market
With nearly all assets invested in U.S. companies, the ETF lacks meaningful exposure to international markets.
Underperforming Holdings
Some top holdings, like Procter & Gamble and Salesforce, have shown weak year-to-date performance, which could drag on overall returns.
Limited Exposure to Growth Sectors
The ETF has minimal allocation to high-growth areas like Materials and Energy, which may limit upside potential.
NULV vs. SPDR S&P 500 ETF (SPY)
AUM1.85B
RegionNorth America
Expense Ratio0.26%
Beta0.70
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield1.86%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Large Cap Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume79,597
30 Day Avg. Volume86,299
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
49.36Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering105
NULV Summary
The Nuveen ESG Large-Cap Value ETF (NULV) is an investment fund that focuses on large U.S. companies with strong financial health and attractive valuations, while also meeting environmental, social, and governance (ESG) standards. It tracks the MSCI Nuveen ESG USA Large Cap Value Index and includes well-known companies like Bank of America and Coca-Cola. Investors might consider NULV for its potential to provide growth and income while supporting sustainable business practices. However, new investors should be aware that the ETF’s performance can fluctuate with the overall stock market, especially since it is heavily focused on large-cap U.S. companies.
How much will it cost me?The Nuveen ESG Large-Cap Value ETF (NULV) has an expense ratio of 0.26%, meaning you’ll pay $2.60 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it incorporates ESG criteria into its investment strategy, which requires additional research and analysis.
What would affect this ETF?The Nuveen ESG Large-Cap Value ETF (NULV) could benefit from growing interest in ESG investing and the strong performance of large-cap value stocks, particularly in sectors like Technology and Financials, which make up a significant portion of its holdings. However, potential risks include economic downturns that could negatively impact value stocks, regulatory changes affecting ESG criteria, or sector-specific challenges in industries like Health Care and Industrials. Its U.S. focus also makes it sensitive to domestic economic conditions and interest rate changes.
NULV Top 10 Holdings
The Nuveen ESG Large-Cap Value ETF leans heavily on U.S. large-cap stocks, with a notable focus on financials and technology. Intel has been a rising star, benefiting from strong momentum and restructuring efforts, while Applied Materials adds a steady boost with solid financial performance. On the flip side, Procter & Gamble and Salesforce are lagging, weighed down by valuation concerns and slowing growth. With a balanced mix of sectors and a tilt toward ESG-friendly names, the fund offers a thoughtful approach, though some holdings may need to regain their footing to drive stronger returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| International Business Machines | 2.62% | $48.66M | $287.35B | 47.62% | 77 Outperform | |
| Bank of America | 2.62% | $48.52M | $395.90B | 27.99% | 70 Outperform | |
| Intel | 2.42% | $44.90M | $186.76B | 72.37% | 61 Neutral | |
| Procter & Gamble | 2.38% | $44.18M | $351.37B | -8.92% | 74 Outperform | |
| Salesforce | 2.27% | $42.09M | $247.91B | -11.64% | 79 Outperform | |
| Coca-Cola | 2.24% | $41.54M | $296.38B | 5.98% | 78 Outperform | |
| American Express | 2.17% | $40.16M | $248.49B | 32.28% | 81 Outperform | |
| AbbVie | 1.98% | $36.73M | $385.18B | 7.12% | 60 Neutral | |
| Citigroup | 1.97% | $36.56M | $186.35B | 58.89% | 67 Neutral | |
| Applied Materials | 1.96% | $36.37M | $185.70B | 27.11% | 77 Outperform |
NULV Technical Analysis
Positive
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Price Trends
43.55
Positive
42.77
Positive
41.43
Positive
Market Momentum
0.27
Negative
55.87
Neutral
43.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.96, equal to the 50-day MA of 43.55, and equal to the 200-day MA of 41.43, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 55.87 is Neutral, neither overbought nor oversold. The STOCH value of 43.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NULV.
NULV Peer Comparison
Comparison Results
Performance Comparison
NULV
Nuveen ESG Large-Cap Value ETF
44.27
4.37
10.95%
AVLV
Avantis U.S. Large Cap Value ETF
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VOOV
Vanguard S&P 500 Value ETF
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PVAL
Putnam Focused Large Cap Value ETF
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DFLV
Dimensional US Large Cap Value ETF
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JAVA
JPMorgan Active Value 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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