NULC - ETF AI Analysis
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Nuveen ESG Large-Cap ETF (NULC)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Holdings
Several top positions in technology and consumer companies have delivered strong year-to-date results, helping drive the fund’s overall performance.
Reasonable Expense Ratio
The fund’s expense ratio is relatively modest, so less of your return is lost to ongoing fees.
Negative Factors
Heavy Technology Concentration
A large portion of the portfolio is invested in technology stocks, which can increase risk if that sector falls out of favor.
High Weight in a Few Stocks
The largest holdings, especially in a few big tech names, make up a meaningful share of the fund, raising exposure to company-specific setbacks.
Limited International Diversification
Almost all of the ETF’s assets are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
NULC vs. SPDR S&P 500 ETF (SPY)
AUM65.15M
RegionNorth America
Expense Ratio0.21%
Beta0.99
IssuerNuveen
Inception DateJun 03, 2019
Dividend Yield8.92%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Large Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,391
30 Day Avg. Volume5,253
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
64.69Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering137
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NULC Summary
NULC is the Nuveen ESG Large-Cap ETF, which follows the MSCI Nuveen ESG USA Large Cap index. It invests mainly in large U.S. companies that score well on environmental, social, and governance (ESG) standards. The fund is heavy in technology and financial stocks and holds well-known names like Nvidia, Alphabet (Google), Visa, and Mastercard. Someone might invest in NULC to seek long-term growth while supporting companies that aim to act responsibly and sustainably. A key risk is that it is concentrated in large U.S. tech-related stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The Nuveen ESG Large-Cap ETF (NULC) has an expense ratio of 0.21%, meaning you’ll pay $2.10 per year for every $1,000 invested. This cost is lower than average for actively managed funds because it tracks an ESG-focused index, which typically involves less frequent trading and lower management costs.
What would affect this ETF?The Nuveen ESG Large-Cap ETF (NULC) could benefit from growing interest in ESG investing, as more investors prioritize sustainability and ethical practices. Positive trends in the technology sector, which makes up a significant portion of the ETF, may also drive growth, especially with top holdings like Nvidia and Broadcom. However, economic challenges such as rising interest rates or regulatory changes affecting large-cap companies could negatively impact performance, particularly in sectors like financials and consumer cyclical industries.
NULC Top 10 Holdings
NULC is riding a powerful tech wave, with chip leaders like AMD, Western Digital, Seagate, and Lam Research all climbing and giving the fund a solid tailwind. Nvidia and Broadcom are still key engines, but their recent wobble means they’re no longer pulling quite as hard. On the flip side, Big Tech names like Microsoft and Meta have been losing steam, acting as a mild drag. Overall, this is a U.S.-heavy, semiconductor-tilted ESG portfolio, where a handful of rising chip stars are doing most of the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.88% | $5.13M | $4.71T | 22.22% | 76 Outperform | |
| Broadcom | 3.62% | $2.36M | $1.71T | 36.42% | 76 Outperform | |
| Meta Platforms | 3.18% | $2.07M | $1.48T | -14.58% | 76 Outperform | |
| Microsoft | 3.01% | $1.96M | $2.90T | -22.12% | 79 Outperform | |
| Advanced Micro Devices | 2.95% | $1.92M | $844.36B | 274.48% | 73 Outperform | |
| Visa | 1.89% | $1.23M | $682.30B | -0.66% | 70 Outperform | |
| Cisco Systems | 1.86% | $1.21M | $444.16B | 62.98% | 77 Outperform | |
| GE Vernova Inc. | 1.83% | $1.19M | $299.11B | 117.37% | 69 Neutral | |
| Western Digital | 1.81% | $1.18M | $185.78B | 785.47% | 77 Outperform | |
| Morgan Stanley | 1.79% | $1.17M | $337.43B | 57.37% | 76 Outperform |
NULC Technical Analysis
Positive
―
Price Trends
53.13
Positive
50.63
Positive
49.22
Positive
Market Momentum
0.27
Positive
54.62
Neutral
82.97
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.62, equal to the 50-day MA of 53.13, and equal to the 200-day MA of 49.22, indicating a bullish trend. The MACD of 0.27 indicates Positive momentum. The RSI at 54.62 is Neutral, neither overbought nor oversold. The STOCH value of 82.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NULC.
NULC Peer Comparison
Comparison Results
Performance Comparison
NULC
Nuveen ESG Large-Cap ETF
54.54
9.83
21.99%
ACEP
ARS Core Equity Portfolio ETF
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FCUS
Pinnacle Focused Opportunities ETF
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JOYT
JPMorgan Equity and Options Total Return ETF
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EGGQ
NestYield Visionary ETF
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JHDG
John Hancock Hedged Equity 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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