NSCR - ETF AI Analysis
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Nuveen Sustainable Core ETF (NSCR)
Rating:74Outperform
Price Target:―
Positive Factors
High-Quality Mega-Cap Holdings
The ETF’s largest positions are in well-established, globally recognized companies, which can provide stability and long-term growth potential.
Broad Sector Diversification
Holdings spread across technology, consumer, health care, industrials, financials, and other sectors help reduce the impact if any one industry struggles.
Sustainable Investment Focus
As a sustainable core ETF, it targets companies that meet certain environmental, social, and governance criteria, which may appeal to investors who want their money aligned with sustainability goals.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, indicating recent performance has been soft.
Heavy U.S. Market Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
Tech and Top-Stock Concentration Risk
A large weight in the technology sector and significant exposure to a handful of big names means the fund is vulnerable if these areas or companies experience a downturn.
NSCR vs. SPDR S&P 500 ETF (SPY)
AUM6.38M
RegionNorth America
Expense Ratio0.45%
Beta1.04
IssuerNuveen
Inception DateMar 05, 2024
Dividend Yield2.04%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4
30 Day Avg. Volume222
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
30.47Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NSCR Summary
Nuveen Sustainable Core ETF (NSCR) is a U.S. stock fund that focuses on large, well-established companies that also score well on environmental, social, and governance (ESG) standards. It doesn’t track a specific index, but follows a sustainable, large-cap theme and holds many familiar names like Microsoft and Apple. This ETF may appeal to investors who want long-term growth while supporting companies with more responsible business practices, and it offers diversification across many sectors. A key risk is that it is heavily tilted toward technology stocks, so its price can swing up and down with the tech sector and overall stock market.
How much will it cost me?The Nuveen Sustainable Core ETF (NSCR) has an expense ratio of 0.46%, which means you’ll pay $4.60 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on sustainable and responsible investing principles, requiring more research and oversight. It’s a good option if you value ESG-focused investments and are comfortable with the slightly higher cost.
What would affect this ETF?The Nuveen Sustainable Core ETF (NSCR) could benefit from growing interest in sustainable investing and the strong performance of its top holdings in the technology sector, such as Microsoft and Apple, which are leaders in innovation. However, it may face challenges if regulatory changes or economic slowdowns impact ESG-focused investments or if technology stocks experience volatility due to rising interest rates or geopolitical tensions. Its heavy exposure to the U.S. market also makes it sensitive to domestic economic conditions.
NSCR Top 10 Holdings
NSCR is leaning heavily on U.S. Big Tech and semiconductors, with Apple, Microsoft, Nvidia, and Broadcom sitting in the driver’s seat—but lately they’ve been riding the brakes rather than the gas, with most of these names lagging after a strong run. Amazon and Meta are also soft, adding to the tech-heavy headwinds. On the brighter side, Johnson & Johnson has been a rare steady climber, helping cushion the blow. Overall, this is a U.S.-centric, tech-tilted ESG portfolio whose recent story is more pause than progress.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 8.03% | $495.86K | $3.72T | 47.02% | 79 Outperform | |
| Microsoft | 5.14% | $317.53K | $2.76T | 5.00% | 79 Outperform | |
| Nvidia | 4.54% | $280.43K | $4.33T | 84.94% | 76 Outperform | |
| Johnson & Johnson | 3.82% | $235.88K | $574.24B | 58.94% | 78 Outperform | |
| Amazon | 3.66% | $225.85K | $2.29T | 25.26% | 71 Outperform | |
| Broadcom | 3.40% | $209.87K | $1.58T | 114.04% | 76 Outperform | |
| Alphabet Class A | 3.22% | $198.90K | $3.69T | 111.10% | 85 Outperform | |
| Meta Platforms | 2.84% | $175.06K | $1.45T | 12.66% | 76 Outperform | |
| American Electric Power | 2.64% | $163.02K | $71.89B | 31.24% | 69 Neutral | |
| Alphabet Class C | 2.58% | $159.05K | $3.69T | 107.35% | 82 Outperform |
NSCR Technical Analysis
Neutral
―
Price Trends
26.38
Negative
26.78
Negative
26.37
Negative
Market Momentum
-0.33
Negative
48.23
Neutral
-159.17
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NSCR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.41, equal to the 50-day MA of 26.38, and equal to the 200-day MA of 26.37, indicating a neutral trend. The MACD of -0.33 indicates Negative momentum. The RSI at 48.23 is Neutral, neither overbought nor oversold. The STOCH value of -159.17 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NSCR.
NSCR Peer Comparison
Comparison Results
Performance Comparison
NSCR
Nuveen Sustainable Core ETF
25.56
0.47
1.87%
UPSD
Aptus Large Cap Upside ETF
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
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ACEP
ARS Core Equity Portfolio ETF
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EGGY
NestYield Dynamic Income Shield ETF
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FLCC
Federated Hermes MDT Large Cap Core 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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