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NUGO - ETF AI Analysis

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NUGO

Nuveen Growth Opportunities ETF (NUGO)

Rating:76Outperform
Price Target:
NUGO (Nuveen Growth Opportunities ETF) earns a solid overall rating thanks to its heavy exposure to leading technology and AI-focused companies like Alphabet, Nvidia, Microsoft, and Apple, which all show strong financial performance and promising long-term growth drivers in areas such as cloud computing, AI, and services. However, the fund is highly concentrated in a small group of large tech and semiconductor names, and several of these holdings carry risks from high valuations, mixed or bearish technical signals, and issues like leverage or trade restrictions, which can increase volatility and limit upside if growth expectations are not met.
Positive Factors
Strong Growth-Focused Top Holdings
Many of the largest positions, especially in leading technology and semiconductor names, have shown strong year-to-date performance, helping drive the ETF’s overall gains.
Sector Tilt Toward Technology and Innovation
More than half of the fund is in technology and additional exposure to communication services and industrials gives investors focused access to innovative, growth-oriented companies.
Solid Overall Year-to-Date Performance
The ETF’s year-to-date return has been positive, indicating that its growth strategy has generally worked well so far this year despite short-term ups and downs.
Negative Factors
High Concentration in a Few Mega-Cap Stocks
A small group of large holdings makes up a big share of the portfolio, which increases the impact that any one company’s weakness can have on the fund.
Heavy Reliance on the U.S. Market
Almost all of the ETF’s assets are invested in U.S. companies, so investors get little geographic diversification if the U.S. market faces a downturn.
Mixed Performance Among Top Holdings
While several major positions have performed strongly, some important holdings have been weak or lagging this year, which can create more volatile results for the fund.

NUGO vs. SPDR S&P 500 ETF (SPY)

NUGO Summary

Nuveen Growth Opportunities ETF (NUGO) is an actively managed fund that focuses on large U.S. companies with strong growth potential, rather than tracking a specific index. It is heavily tilted toward technology and communication services, holding well-known names like Nvidia, Apple, Microsoft, Alphabet (Google), and Amazon. Investors might consider NUGO if they want a simple way to invest in leading growth companies across several industries, aiming for long-term expansion. However, because it is concentrated in growth and tech-related stocks, its price can rise and fall sharply with market swings and changes in sentiment toward technology.
How much will it cost me?The Nuveen Growth Opportunities ETF (NUGO) has an expense ratio of 0.56%, which means you’ll pay $5.60 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a curated selection of growth-oriented large-cap stocks rather than tracking a broad index.
What would affect this ETF?The Nuveen Growth Opportunities ETF (NUGO), heavily focused on U.S. large-cap growth stocks, could benefit from continued innovation and strong performance in the technology sector, which makes up over half of its portfolio. However, it may face challenges if interest rates rise, as growth stocks often become less attractive in such environments, or if economic conditions weaken, impacting consumer spending and cyclical sectors. Regulatory changes affecting major holdings like Nvidia, Microsoft, or Amazon could also influence the ETF's performance.

NUGO Top 10 Holdings

NUGO is essentially riding the AI and Big Tech wave, with Nvidia, Alphabet, Microsoft, and Apple steering the ship. Nvidia and Microsoft have been rising, giving the fund a strong tailwind, while Alphabet’s and Broadcom’s more mixed, recently lagging moves keep returns from looking like a straight shot higher. Apple has been steady overall but is losing a bit of short-term steam, and Eli Lilly adds a health care growth twist with solid but choppier momentum. With heavy U.S. exposure and a clear tilt toward technology and semiconductors, this ETF lives and dies by the fortunes of America’s innovation giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia15.13%$372.64M$5.49T24.90%
76
Outperform
Alphabet Class A10.60%$261.05M$4.15T60.96%
85
Outperform
Microsoft7.61%$187.41M$3.75T1.35%
79
Outperform
Apple7.06%$173.91M$4.59T37.72%
79
Outperform
Broadcom6.43%$158.50M$1.77T24.01%
76
Outperform
Eli Lilly & Co3.93%$96.87M$1.11T60.54%
72
Outperform
Mastercard3.32%$81.71M$518.36B0.00%
75
Outperform
Applied Materials2.49%$61.42M$382.80B187.18%
77
Outperform
Micron2.46%$60.71M$1.06T683.85%
79
Outperform
Advanced Micro Devices2.32%$57.20M$778.15B186.28%
73
Outperform

NUGO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
42.91
Positive
100DMA
42.40
Positive
200DMA
40.54
Positive
Market Momentum
MACD
0.10
Positive
RSI
50.50
Neutral
STOCH
37.97
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUGO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.74, equal to the 50-day MA of 42.91, and equal to the 200-day MA of 40.54, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 50.50 is Neutral, neither overbought nor oversold. The STOCH value of 37.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUGO.

NUGO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.49B0.50%
76
Outperform
$8.58B0.18%
73
Outperform
$8.42B0.31%
69
Neutral
$8.01B0.56%
67
Neutral
$5.62B0.29%
71
Outperform
$5.61B0.29%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NUGO
Nuveen Growth Opportunities ETF
43.32
5.87
15.67%
FELC
Fidelity Enhanced Large Cap Core ETF
TCAF
T. Rowe Price Capital Appreciation Equity ETF
DIVO
Amplify CWP Enhanced Dividend Income ETF
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
GPIQ
Goldman Sachs Nasdaq 100 Core Premium Income ETF
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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