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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 Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, financials, health care, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Growing, Well-Established Fund Size
With over a billion dollars in assets, the fund is large enough to offer stability and trading liquidity for everyday investors.
Negative Factors
High U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, so it offers little geographic diversification outside the United States.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, which means fees take a noticeable bite out of long-term returns compared with cheaper index funds.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, a few have been weak or slightly negative year-to-date, which can create uneven contribution to overall returns.
NUSC vs. SPDR S&P 500 ETF (SPY)
AUM1.17B
RegionNorth America
Expense Ratio0.31%
Beta1.00
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield1.02%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume91,914
30 Day Avg. Volume117,832
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
56.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering438
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUSC Summary
NUSC is the Nuveen ESG Small-Cap ETF, which tracks the MSCI Nuveen ESG USA Small Cap Index. It invests in smaller U.S. companies that meet certain environmental, social, and governance (ESG) standards. The fund holds a wide mix of sectors like industrials, technology, and health care, and includes names such as Moderna and Exact Sciences. Someone might invest in NUSC to seek long-term growth from smaller, fast-growing companies while also supporting more sustainable business practices. A key risk is that small-cap stocks can be more volatile, so the price can move up and down more sharply than the overall market.
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
NUSC’s story is all about nimble U.S. small caps with an ESG twist, and a few standout names are steering the ship. TechnipFMC and ATI have been rising sharply, giving the fund a lift from the industrial and energy-related side, while Carpenter Technology adds steady strength in advanced materials. On the growth front, Moderna’s earlier surge has helped, but its more recent wobble means it’s no longer the clear hero. AGNC and other income-oriented names are more mixed, keeping returns from running too hot, but overall momentum still leans positive.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moderna | 1.31% | $15.38M | $21.71B | 62.86% | 59 Neutral | |
| TechnipFMC | 1.28% | $14.99M | $25.96B | 150.77% | 80 Outperform | |
| Carpenter Technology | 1.16% | $13.70M | $20.03B | 122.85% | 75 Outperform | |
| ATI | 1.14% | $13.45M | $21.77B | 206.36% | 78 Outperform | |
| Exact Sciences | 1.10% | $12.92M | $19.73B | 125.26% | 70 Outperform | |
| nVent Electric | 1.04% | $12.21M | $17.65B | 99.51% | 76 Outperform | |
| Host Hotels & Resorts | 0.98% | $11.51M | $13.24B | 25.49% | 77 Outperform | |
| East West Bancorp | 0.96% | $11.25M | $14.82B | 27.62% | 79 Outperform | |
| AGNC Investment | 0.94% | $11.04M | $11.89B | 6.99% | 66 Neutral | |
| Ionis Pharmaceuticals | 0.92% | $10.86M | $12.50B | 129.06% | 61 Neutral |
NUSC Technical Analysis
Negative
―
Price Trends
47.17
Negative
45.70
Positive
43.68
Positive
Market Momentum
-0.36
Positive
37.16
Neutral
34.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUSC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 47.47, equal to the 50-day MA of 47.17, and equal to the 200-day MA of 43.68, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 37.16 is Neutral, neither overbought nor oversold. The STOCH value of 34.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NUSC.
NUSC Peer Comparison
Comparison Results
Performance Comparison
NUSC
Nuveen ESG Small-Cap ETF
45.71
7.56
19.82%
FNDA
Schwab Fundamental US Small Co. Index ETF
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―
―
FESM
Fidelity Enhanced Small Cap ETF
―
―
―
CALF
Pacer US Small Cap Cash Cows 100 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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