NULC - ETF AI Analysis
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Nuveen ESG Large-Cap ETF (NULC)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past three months, showing positive momentum.
Leading Technology Holdings
Several major technology names in the top holdings have shown strong performance, helping drive the fund’s returns.
Moderate Expense Ratio
The fund’s expense ratio is reasonably low for an ESG-focused large-cap ETF, allowing investors to keep more of their returns.
Negative Factors
Heavy Technology Concentration
A large share of the portfolio is invested in technology stocks, which can increase the fund’s sensitivity to swings in that sector.
Underperforming Mega-Cap Names
Some large, well-known holdings have shown weak performance recently, which can offset gains from stronger positions.
Limited Geographic Diversification
Almost all assets are invested in U.S. companies, offering little exposure to opportunities or diversification in other regions.
NULC vs. SPDR S&P 500 ETF (SPY)
AUM71.15M
RegionNorth America
Expense Ratio0.21%
Beta1.00
IssuerNuveen
Inception DateJun 03, 2019
Dividend Yield8.82%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Large Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,374
30 Day Avg. Volume4,073
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
67.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering129
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NULC Summary
NULC is the Nuveen ESG Large-Cap ETF, which tracks the MSCI Nuveen ESG USA Large Cap index. It invests in big U.S. companies that score well on environmental, social, and governance (ESG) measures. The fund is heavily invested in technology and other major sectors, with well-known holdings like Nvidia and Microsoft. Someone might consider this ETF to get broad exposure to large, established U.S. companies while also supporting businesses that aim to act responsibly. A key risk is that it’s very focused on large U.S. stocks and tech, so its value 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 leaning heavily into U.S. Big Tech and semiconductors, with Nvidia and AMD acting as the fund’s main engines; Nvidia has cooled a bit lately, but AMD is still running hot, helping drive overall returns. Microsoft is another steady pillar, rising on the back of cloud and AI momentum. On the flip side, Meta has been more of a wobble, with mixed recent performance that tempers the tech story. Outside tech, payment giants Visa and Mastercard are quietly supporting the fund, giving this ESG-focused ETF a U.S.-centric, growth-heavy flavor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.89% | $6.37M | $5.39T | 22.80% | 76 Outperform | |
| Microsoft | 5.27% | $3.78M | $3.65T | -3.42% | 79 Outperform | |
| Meta Platforms | 3.66% | $2.62M | $1.67T | -14.72% | 76 Outperform | |
| Broadcom | 3.52% | $2.52M | $1.73T | 0.33% | 76 Outperform | |
| Advanced Micro Devices | 2.68% | $1.92M | $850.67B | 217.59% | 73 Outperform | |
| Visa | 1.94% | $1.39M | $685.93B | 6.90% | 70 Outperform | |
| Cisco Systems | 1.81% | $1.30M | $431.44B | 61.49% | 77 Outperform | |
| Mastercard | 1.80% | $1.29M | $497.14B | -3.97% | 75 Outperform | |
| Coca-Cola | 1.75% | $1.26M | $376.69B | 29.89% | 75 Outperform | |
| Morgan Stanley | 1.65% | $1.18M | $338.22B | 35.90% | 76 Outperform |
NULC Technical Analysis
Positive
―
Price Trends
55.04
Positive
53.96
Positive
51.05
Positive
Market Momentum
0.01
Positive
47.06
Neutral
14.01
Positive
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 55.71, equal to the 50-day MA of 55.04, and equal to the 200-day MA of 51.05, indicating a neutral trend. The MACD of 0.01 indicates Positive momentum. The RSI at 47.06 is Neutral, neither overbought nor oversold. The STOCH value of 14.01 is Positive, 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
55.16
8.59
18.45%
PRMR
PeakShares RMR Prime Equity ETF
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FCUS
Pinnacle Focused Opportunities ETF
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ALTL
Pacer Lunt Large Cap Alternator ETF
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SPXE
ProShares S&P 500 Ex-Energy ETF
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EGGQ
NestYield Visionary 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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