NULG - ETF AI Analysis
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Nuveen ESG Large-Cap Growth ETF (NULG)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Growth Holdings
Top positions like Nvidia, Broadcom, and other major technology and health care names have shown strong or steady performance, helping drive the fund’s returns.
Sector Diversification Within Growth
While tilted toward technology, the fund also holds industrials, health care, consumer, and other sectors, which helps spread risk across different parts of the economy.
Negative Factors
Heavy Technology Concentration
Nearly half of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Top Holdings Are Very Dominant
A small number of large positions, especially in chip and semiconductor companies, make up a big share of the fund and increase exposure to those specific names.
Limited International Diversification
With almost all assets invested in U.S. companies, the fund offers little geographic diversification if the U.S. market faces a downturn.
NULG vs. SPDR S&P 500 ETF (SPY)
AUM2.95B
RegionNorth America
Expense Ratio0.26%
Beta1.19
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield0.1%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Large Cap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume52,378
30 Day Avg. Volume95,998
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
144.94Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering76
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NULG Summary
Nuveen ESG Large-Cap Growth ETF (NULG) is a U.S. stock fund that follows the MSCI Nuveen ESG USA Large Cap Growth index. It focuses on big, fast-growing companies that also score well on environmental, social, and governance (ESG) standards. The fund is heavily invested in technology and includes well-known names like Nvidia and Visa. Someone might invest in NULG to seek long-term growth while supporting companies with more responsible business practices. A key risk is that it leans strongly toward tech and growth stocks, so its price can rise and fall more than the overall market.
How much will it cost me?The Nuveen ESG Large-Cap Growth ETF (NULG) has an expense ratio of 0.26%, which means you’ll pay $2.60 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on ESG criteria and large-cap growth stocks, which require additional research and screening.
What would affect this ETF?NULG's heavy exposure to the technology sector and top holdings like Nvidia and Broadcom could benefit from continued innovation and demand for advanced technologies, especially in areas like AI and cloud computing. However, rising interest rates or economic slowdowns may negatively impact growth-focused companies, and regulatory changes targeting tech giants could pose risks. The ETF's ESG focus aligns with the growing trend toward sustainable investing, which could attract more investors over time.
NULG Top 10 Holdings
NULG is riding a powerful wave of U.S. large-cap growth, with Nvidia and AMD acting as the fund’s twin turbochargers thanks to their strong, if sometimes choppy, momentum in AI-focused semiconductors. Broadcom and Applied Materials have been more mixed lately, occasionally losing steam and softening the tech-heavy tilt. Outside chips, Eli Lilly’s steady rise in healthcare and Visa’s solid, rising trend in payments help balance the story. Overall, this is a U.S.-centric, tech-dominated ETF where a handful of chip names do most of the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.69% | $492.83M | $5.15T | 24.46% | 76 Outperform | |
| Broadcom | 5.77% | $170.48M | $1.62T | 0.56% | 76 Outperform | |
| Advanced Micro Devices | 4.07% | $120.30M | $836.64B | 245.17% | 73 Outperform | |
| Eli Lilly & Co | 4.06% | $119.88M | $1.07T | 51.05% | 72 Outperform | |
| Visa | 3.24% | $95.59M | $692.54B | 9.39% | 70 Outperform | |
| Palo Alto Networks | 2.31% | $68.20M | $307.28B | 82.35% | 73 Outperform | |
| Caterpillar | 2.26% | $66.75M | $359.80B | 71.01% | 76 Outperform | |
| Netflix | 2.20% | $64.90M | $318.17B | -38.62% | 73 Outperform | |
| Lam Research | 2.19% | $64.67M | $336.89B | 113.20% | 77 Outperform | |
| Applied Materials | 2.11% | $62.26M | $329.64B | 119.96% | 77 Outperform |
NULG Technical Analysis
Neutral
―
Price Trends
113.67
Negative
112.49
Negative
104.68
Positive
Market Momentum
-1.14
Positive
44.53
Neutral
33.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 112.47, equal to the 50-day MA of 113.67, and equal to the 200-day MA of 104.68, indicating a neutral trend. The MACD of -1.14 indicates Positive momentum. The RSI at 44.53 is Neutral, neither overbought nor oversold. The STOCH value of 33.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NULG.
NULG Peer Comparison
Comparison Results
Performance Comparison
NULG
Nuveen ESG Large-Cap Growth ETF
111.31
11.25
11.24%
JGRO
JPMorgan Active Growth ETF
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FELG
Fidelity Enhanced Large Cap Growth ETF
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QGRW
WisdomTree U.S. Quality Growth Fund
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CNEQ
Alger Concentrated Equity ETF
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PWB
Invesco Dynamic Large Cap Growth 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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