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 solid gains so far this year and over the past few months, indicating positive recent momentum.
Leading Holdings With Strong or Steady Results
Several top positions, including major technology, financial, and industrial names, have delivered strong or steady performance, helping support the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as financials, technology, communication services, health care, and industrials, which helps reduce the impact if one area of the market struggles.
Negative Factors
High U.S. Concentration
With nearly all assets in U.S. companies, the ETF offers very limited international diversification and is heavily tied to the U.S. market.
Meaningful Weight in Financials and Technology
A large share of the portfolio is in financial and technology stocks, which can increase risk if those sectors face a downturn.
Moderate Expense Ratio
The fund’s expense ratio is 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)
AUM2.10B
RegionNorth America
Expense Ratio0.26%
Beta0.70
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield1.46%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Large Cap Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume65,779
30 Day Avg. Volume86,957
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
58.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NULV Summary
NULV is the Nuveen ESG Large-Cap Value ETF, which tracks the MSCI Nuveen ESG USA Large Cap Value index. It invests mainly in large, established U.S. companies that look undervalued and also meet environmental, social, and governance (ESG) standards. Well-known holdings include Alphabet (Google’s parent company) and Coca-Cola. Investors might consider NULV if they want broad diversification across many sectors while focusing on more mature, value-oriented companies and responsible business practices. A key risk is that value stocks and the overall stock market can go up and down, so your investment may lose value, especially in market downturns.
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 driven by a tech-tilted value mix, with Alphabet setting the pace as a rising heavyweight and Intel surging on renewed optimism in chips. NXP and Analog Devices add more semiconductor punch, giving the fund a clear tech and chip flavor despite its value label. On the steadier side, Coca-Cola is quietly supporting returns, while Procter & Gamble has been more of a laggard, losing a bit of steam. Financial names like Citigroup and Morgan Stanley are climbing, rounding out a broadly diversified, U.S.-focused lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.48% | $158.21M | $2.90T | -17.73% | 79 Outperform | |
| Meta Platforms | 3.68% | $77.87M | $1.44T | -16.97% | 76 Outperform | |
| Cisco Systems | 2.69% | $56.88M | $480.19B | 88.95% | 77 Outperform | |
| Coca-Cola | 2.22% | $46.87M | $355.08B | 16.33% | 75 Outperform | |
| Citigroup | 2.15% | $45.49M | $236.78B | 83.12% | 68 Neutral | |
| Morgan Stanley | 2.11% | $44.65M | $335.43B | 65.29% | 76 Outperform | |
| Procter & Gamble | 2.02% | $42.70M | $345.42B | -6.66% | 69 Neutral | |
| Hewlett Packard Enterprise | 1.98% | $41.89M | $61.97B | 172.92% | 68 Neutral | |
| AbbVie | 1.75% | $37.00M | $397.12B | 19.18% | 66 Neutral | |
| Verizon | 1.73% | $36.58M | $196.00B | 11.86% | 81 Outperform |
NULV Technical Analysis
Positive
―
Price Trends
49.34
Positive
48.04
Positive
46.00
Positive
Market Momentum
0.30
Positive
56.19
Neutral
27.13
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 50.51, equal to the 50-day MA of 49.34, and equal to the 200-day MA of 46.00, indicating a bullish trend. The MACD of 0.30 indicates Positive momentum. The RSI at 56.19 is Neutral, neither overbought nor oversold. The STOCH value of 27.13 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
50.67
10.32
25.58%
JAVA
JPMorgan Active Value ETF
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VOOV
Vanguard S&P 500 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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FELV
Fidelity Enhanced Large Cap 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.
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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