NUDM - ETF AI Analysis
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Nuveen ESG International Developed Markets Equity ETF (NUDM)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Leading Top Holdings
Several of the largest positions, especially in technology and financials, have delivered strong performance, helping drive the fund’s returns.
Broad International Diversification
The fund spreads its investments across many developed countries such as Japan, the UK, France, Germany, and others, reducing reliance on any single market.
Negative Factors
Heavy Country Tilt
A large share of the portfolio is concentrated in a few markets like Japan and the UK, which can increase risk if those economies weaken.
Financial Sector Dependence
Significant exposure to financial companies means the ETF may be more sensitive to banking and interest-rate related shocks.
Moderate Expense Ratio
While not extremely high, the fund’s fees are not the lowest available, which can slightly reduce long-term returns compared with cheaper ETFs.
NUDM vs. SPDR S&P 500 ETF (SPY)
AUM702.06M
RegionDeveloped Markets
Expense Ratio0.27%
Beta0.82
IssuerNuveen
Inception DateJun 06, 2017
Dividend Yield6.69%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG International DM
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume64,349
30 Day Avg. Volume48,230
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
45.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering150
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUDM Summary
NUDM is an ETF that tracks the MSCI Nuveen ESG International Developed Markets index, giving you access to stocks from developed countries outside the U.S. It focuses on companies that meet certain environmental, social, and governance (ESG) standards, so it aims to invest in businesses that are more responsible and sustainable. The fund holds well-known names like ASML Holding and Novartis, and spreads your money across many countries and sectors, which can help with diversification and long-term growth. A key risk is that international stock prices can go up and down with global markets and currency changes.
How much will it cost me?The Nuveen ESG International Developed Markets Equity ETF (NUDM) has an expense ratio of 0.28%, which means you’ll pay $2.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to follow ESG principles and select investments that meet specific sustainability criteria.
What would affect this ETF?The Nuveen ESG International Developed Markets Equity ETF (NUDM) could benefit from the growing global interest in sustainable investing and the strong performance of its top holdings in sectors like technology and healthcare, which are often resilient during economic growth. However, potential risks include economic slowdowns in developed markets outside North America, regulatory changes affecting ESG-focused investments, or sector-specific challenges, such as volatility in financials or consumer cyclical industries. Investors should also consider how currency fluctuations might impact returns, given its international focus.
NUDM Top 10 Holdings
NUDM leans heavily on international financials, with Japanese banks like Mizuho and Sumitomo Mitsui powering the fund thanks to their rising share prices and strong momentum. European insurers such as Allianz and Italy’s Intesa Sanpaolo add steady income and have been climbing, though not as aggressively. On the growth side, ASML and Tokyo Electron give the ETF a semiconductor tilt, but their recent trading has been mixed, with Tokyo Electron losing some steam lately. Overall, it’s a developed-markets ex-North America story, blending bank-led strength with selective tech exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 4.22% | $29.77M | €547.84B | 141.04% | 76 Outperform | |
| Novartis AG | 2.47% | $17.47M | CHF231.75B | 34.41% | 80 Outperform | |
| Siemens | 2.36% | $16.69M | €215.45B | 31.61% | 74 Outperform | |
| Commonwealth Bank of Australia | 2.10% | $14.85M | AU$296.79B | 1.41% | 64 Neutral | |
| Allianz | 2.07% | $14.64M | €163.79B | 28.65% | 67 Neutral | |
| Sumitomo Mitsui Financial Group | 2.04% | $14.43M | ¥26.02T | 70.56% | 77 Outperform | |
| Mizuho Financial Group | 1.94% | $13.69M | ¥19.92T | 75.35% | 77 Outperform | |
| ABB Ltd | 1.80% | $12.73M | kr1.68T | 48.01% | 78 Outperform | |
| Intesa Sanpaolo SpA | 1.80% | $12.72M | €115.46B | 31.03% | 76 Outperform | |
| Panasonic | 1.78% | $12.59M | ¥10.00T | 172.32% | 73 Outperform |
NUDM Technical Analysis
Positive
―
Price Trends
39.58
Positive
38.52
Positive
37.63
Positive
Market Momentum
0.18
Negative
58.43
Neutral
95.77
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.96, equal to the 50-day MA of 39.58, and equal to the 200-day MA of 37.63, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 58.43 is Neutral, neither overbought nor oversold. The STOCH value of 95.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUDM.
NUDM Peer Comparison
Comparison Results
Performance Comparison
NUDM
Nuveen ESG International Developed Markets Equity ETF
40.56
7.82
23.89%
JHMD
John Hancock Multifactor Developed International ETF
―
―
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DMXF
iShares ESG Advanced MSCI EAFE ETF
―
―
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IQDG
WisdomTree International Quality Dividend Growth Fund
―
―
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DWM
WisdomTree International Equity Fund
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EFAX
SPDR MSCI EAFE Fossil Fuel Free 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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