NUGO - ETF AI Analysis
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Nuveen Growth Opportunities ETF (NUGO)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown positive returns over the past month and quarter, indicating solid recent momentum.
Leading Growth Companies in Top Holdings
Many of the largest positions, especially in technology and related areas, have delivered strong gains this year, helping drive the fund’s results.
Focused Growth Sector Exposure
Heavy exposure to technology and other growth-oriented sectors gives investors targeted access to areas that have been driving much of the market’s strength.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions make up a big share of the portfolio, which increases the impact if any of those companies run into trouble.
Sector Concentration Risk
With more than half of the fund in technology and limited exposure to other sectors, the ETF is vulnerable if growth or tech stocks fall out of favor.
Above-Average Expense Ratio
The fund’s fee is relatively high for an ETF, which can gradually reduce net returns compared with lower-cost alternatives.
NUGO vs. SPDR S&P 500 ETF (SPY)
AUM2.53B
RegionNorth America
Expense Ratio0.50%
Beta1.35
IssuerNuveen
Inception DateSep 27, 2021
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume465,607
30 Day Avg. Volume187,816
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
52.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUGO Summary
Nuveen Growth Opportunities ETF (NUGO) is an actively managed fund that focuses on fast-growing large U.S. companies rather than tracking a specific index. It leans heavily toward technology and communication services, holding well-known names like Nvidia and Microsoft, along with other major innovators across several sectors. Someone might consider NUGO if they want long-term growth potential from leading companies instead of a broad market fund. However, because it is heavily tilted toward growth and tech-related stocks, its price can swing a lot and may fall sharply if high-growth or tech stocks go out of favor.
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 leaning hard into U.S. tech growth, with Nvidia, Apple, Alphabet, Microsoft, and Broadcom steering the ship. Recently, Nvidia and Broadcom have been solid engines, but their momentum has cooled a bit, while Microsoft and Amazon look more like short-term dead weight despite strong long-term stories in cloud and AI. Alphabet is holding up reasonably well, and Eli Lilly adds a rising health care kicker. The real sparks lately come from smaller chip names like Applied Materials and Western Digital, which have been quietly powering ahead in the background.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.13% | $335.88M | $4.71T | 22.22% | 76 Outperform | |
| Alphabet Class A | 11.89% | $304.16M | $4.34T | 110.50% | 85 Outperform | |
| Apple | 9.12% | $233.33M | $4.53T | 47.93% | 79 Outperform | |
| Broadcom | 6.56% | $167.80M | $1.71T | 36.42% | 76 Outperform | |
| Microsoft | 4.92% | $125.96M | $2.90T | -22.12% | 79 Outperform | |
| Eli Lilly & Co | 4.03% | $103.16M | $1.14T | 58.88% | 72 Outperform | |
| Tesla | 3.28% | $83.81M | $1.48T | 40.95% | 73 Outperform | |
| Mastercard | 3.23% | $82.63M | $476.60B | -5.48% | 75 Outperform | |
| Applied Materials | 3.21% | $82.27M | $478.79B | 184.37% | 77 Outperform | |
| Amazon | 3.00% | $76.70M | $2.61T | 12.14% | 71 Outperform |
NUGO Technical Analysis
Positive
―
Price Trends
42.58
Positive
40.22
Positive
39.96
Positive
Market Momentum
0.06
Negative
51.67
Neutral
79.23
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 42.43, equal to the 50-day MA of 42.58, and equal to the 200-day MA of 39.96, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 51.67 is Neutral, neither overbought nor oversold. The STOCH value of 79.23 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
Performance Comparison
NUGO
Nuveen Growth Opportunities ETF
43.20
6.99
19.30%
FELC
Fidelity Enhanced Large Cap Core ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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DIVO
Amplify CWP Enhanced Dividend Income ETF
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GPIQ
Goldman Sachs Nasdaq 100 Core Premium Income ETF
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GPIX
Goldman Sachs S&P 500 Core Premium Income 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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