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NUSC - ETF AI Analysis
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Nuveen ESG Small-Cap ETF (NUSC)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as NEXTracker and Kratos Defense, have delivered strong year-to-date performance, contributing positively to the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Industrials, and Financials, which helps reduce the impact of a downturn in any single industry.
Low Expense Ratio
The ETF has a relatively low expense ratio, making it a cost-effective choice for investors.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, offering limited exposure to international markets.
Underperforming Holding
One of the top holdings, Host Hotels & Resorts, has shown negative year-to-date performance, which could drag on overall returns.
Small-Cap Volatility
As a small-cap-focused ETF, it may experience higher volatility compared to funds with larger, more established companies.
NUSC vs. SPDR S&P 500 ETF (SPY)
AUM1.31B
RegionNorth America
Expense Ratio0.31%
Beta0.99
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield0.98%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume314,491
30 Day Avg. Volume118,416
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
54.21Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering449
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUSC Summary
The Nuveen ESG Small-Cap ETF (NUSC) is an investment fund that focuses on small companies in the U.S. that follow strong environmental, social, and governance (ESG) principles. It tracks the MSCI Nuveen ESG USA Small Cap Index and includes businesses with growth potential, such as Comfort Systems and Ionis Pharmaceuticals. This ETF is a good choice for investors who want to support sustainable practices while diversifying their portfolio with smaller, fast-growing companies. However, since it focuses on small-cap stocks, its value can be more volatile and sensitive to market changes compared to larger, more established companies.
How much will it cost me?The Nuveen ESG Small-Cap ETF (NUSC) has an expense ratio of 0.31%, meaning you’ll pay $3.10 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to select small-cap companies that meet strict ESG criteria, which requires more research and oversight.
What would affect this ETF?The Nuveen ESG Small-Cap ETF (NUSC) could benefit from increased investor interest in ESG-focused funds and the growth potential of small-cap companies, particularly in sectors like technology and industrials, which are heavily weighted in the fund. However, it may face challenges from economic downturns, rising interest rates, or regulatory changes that could negatively impact small-cap stocks or specific sectors like financials and real estate. Its focus on U.S.-based companies also makes it sensitive to domestic economic conditions and policy shifts.
NUSC Top 10 Holdings
The Nuveen ESG Small-Cap ETF (NUSC) is leaning heavily on the industrials and technology sectors, which together make up a significant portion of its portfolio. Carpenter Technology and ATI are rising stars, benefiting from strong earnings and growth in aerospace and manufacturing. Meanwhile, Ionis Pharmaceuticals is steady, buoyed by product launches but facing profitability hurdles. Moderna, however, is lagging, with declining revenues weighing on its performance despite strategic initiatives. With its focus on U.S. small-cap stocks, the fund is a mix of promising growth stories and a few names struggling to find their footing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TechnipFMC | 1.21% | $14.70M | $21.13B | 60.66% | 80 Outperform | |
| Exact Sciences | 1.05% | $12.70M | $19.51B | 102.89% | 70 Outperform | |
| Moderna | 1.04% | $12.67M | $15.86B | 16.59% | 59 Neutral | |
| AGNC Investment | 0.99% | $12.00M | $12.41B | 22.30% | 66 Neutral | |
| East West Bancorp | 0.98% | $11.88M | $15.75B | 16.36% | 79 Outperform | |
| Ionis Pharmaceuticals | 0.96% | $11.66M | $12.77B | 139.19% | 61 Neutral | |
| Host Hotels & Resorts | 0.92% | $11.13M | $12.53B | 8.20% | 77 Outperform | |
| Carpenter Technology | 0.90% | $10.91M | $16.09B | 69.44% | 75 Outperform | |
| Service International | 0.86% | $10.47M | $11.29B | 7.05% | 67 Neutral | |
| Hecla Mining Company | 0.85% | $10.37M | $15.95B | 371.40% | 74 Outperform |
NUSC Technical Analysis
Positive
―
Price Trends
44.76
Positive
44.18
Positive
41.76
Positive
Market Momentum
0.65
Negative
70.73
Negative
95.21
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.90, equal to the 50-day MA of 44.76, and equal to the 200-day MA of 41.76, indicating a bullish trend. The MACD of 0.65 indicates Negative momentum. The RSI at 70.73 is Negative, neither overbought nor oversold. The STOCH value of 95.21 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUSC.
NUSC Peer Comparison
Comparison Results
Performance Comparison
NUSC
Nuveen ESG Small-Cap ETF
47.57
4.20
9.68%
FNDA
Schwab Fundamental US Small Co. Index ETF
―
―
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CALF
Pacer US Small Cap Cash Cows 100 ETF
―
―
―
FESM
Fidelity Enhanced Small Cap ETF
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―
―
VIOO
Vanguard S&P Small-Cap 600 ETF
―
―
―
SMLF
iShares MSCI USA Small-Cap Multifactor 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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