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NULV - ETF AI Analysis
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Nuveen ESG Large-Cap Value ETF (NULV)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.
Leading Growth-Oriented Holdings
Several top positions, including major technology and semiconductor companies, have delivered strong performance and helped lift the fund.
Broad Sector Diversification
Holdings spread across financials, technology, health care, communication services, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the fund offers limited geographic diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
A few large positions, particularly in financial and health care names, have shown weaker performance, which can drag on overall returns.
Moderate Expense Ratio
The fund’s fees are not especially low for a large-cap ETF, which slightly reduces the net return investors keep over time.
NULV vs. SPDR S&P 500 ETF (SPY)
AUM1.98B
RegionNorth America
Expense Ratio0.26%
Beta0.69
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield1.55%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Large Cap Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume100,134
30 Day Avg. Volume120,340
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
52.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering105
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NULV Summary
NULV is the Nuveen ESG Large-Cap Value ETF, which follows the MSCI Nuveen ESG USA Large Cap Value index. It invests mainly in large U.S. companies that look reasonably priced and also meet environmental, social, and governance (ESG) standards. The fund holds well-known names like Alphabet (Google’s parent company) and Procter & Gamble, and spreads money across many sectors such as financials, technology, and health care. Someone might invest for long-term growth and diversification while staying aligned with ESG values. A key risk is that its stock prices can go up and down with the overall market.
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
NULV’s story is a blend of steady value and a dash of growth flair. Alphabet is the heavyweight here, but its recently mixed performance means it’s not fully pulling its weight. Instead, the fund is getting more of its lift from rising semiconductor names like Analog Devices and Applied Materials, which have been on a strong run. Classic defensives Coca-Cola and Procter & Gamble are humming along steadily, helping smooth the ride. With all holdings U.S.-based and a tilt toward tech, financials, and staples, this is a domestically focused, ESG-flavored value play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 7.01% | $139.84M | $3.67T | 75.32% | 85 Outperform | |
| Coca-Cola | 2.31% | $46.10M | $341.93B | 11.90% | 75 Outperform | |
| Procter & Gamble | 2.30% | $45.88M | $364.54B | -5.55% | 69 Neutral | |
| Analog Devices | 2.24% | $44.77M | $169.25B | 48.60% | 78 Outperform | |
| Applied Materials | 2.04% | $40.69M | $293.12B | 118.27% | 77 Outperform | |
| Citigroup | 1.97% | $39.29M | $208.04B | 45.64% | 68 Neutral | |
| Deere | 1.93% | $38.53M | $160.82B | 35.21% | 66 Neutral | |
| Verizon | 1.90% | $37.98M | $202.66B | 15.18% | 81 Outperform | |
| Morgan Stanley | 1.85% | $36.88M | $280.66B | 33.20% | 76 Outperform | |
| AbbVie | 1.84% | $36.82M | $404.24B | 11.25% | 66 Neutral |
NULV Technical Analysis
Positive
―
Price Trends
46.39
Positive
45.02
Positive
43.11
Positive
Market Momentum
0.40
Positive
64.53
Neutral
66.77
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 47.37, equal to the 50-day MA of 46.39, and equal to the 200-day MA of 43.11, indicating a bullish trend. The MACD of 0.40 indicates Positive momentum. The RSI at 64.53 is Neutral, neither overbought nor oversold. The STOCH value of 66.77 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
48.04
7.42
18.27%
PVAL
Putnam Focused Large Cap Value ETF
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―
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VOOV
Vanguard S&P 500 Value ETF
―
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JAVA
JPMorgan Active Value ETF
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―
―
DFLV
Dimensional US Large Cap Value ETF
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IWX
iShares Russell Top 200 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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