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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.36% 0.02% 47.48M 7178.73
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.98% 17.00% -8.669M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the Dow Jones U.S. Select Short-Term REIT Index. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in REITs. The index is a subset of the Dow Jones U.S. Select REIT Index, which generally includes equity REITs traded on a national securities exchange in the U.S. that derive at least 75% of their total revenue from the ownership and operation of real estate assets and that have a minimum total market capitalization of $200 million at the time of their inclusion. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Real Estate
Category Index S&P United States REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name Nuveen
Prospectus Benchmark Index
DJ U.S. Select Short-Term REIT TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Lei Liao 7.29 yrs
Philip Campagna 7.29 yrs

Performance Versus Category

 
20%
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10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 26, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
8.41%
-0.01%
25.38%
-7.27%
53.42%
-28.49%
13.03%
-2.96%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
5.76%
3.86%
-4.28%
23.66%
-7.97%
42.55%
-24.67%
13.28%
-7.03%
5.29%
-4.62%
25.96%
-8.11%
43.24%
-24.41%
13.68%
-6.82%
4.91%
-2.51%
25.46%
-5.44%
44.15%
-26.11%
10.39%
-8.36%
9.34%
-4.30%
28.19%
-5.27%
38.72%
-25.50%
11.93%
-8.59%
As of April 26, 2024.

Asset Allocation

As of April 26, 2024.
Type % Net % Long % Short
Cash 0.08% Upgrade Upgrade
Stock 99.92% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the Dow Jones U.S. Select Short-Term REIT Index. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in REITs. The index is a subset of the Dow Jones U.S. Select REIT Index, which generally includes equity REITs traded on a national securities exchange in the U.S. that derive at least 75% of their total revenue from the ownership and operation of real estate assets and that have a minimum total market capitalization of $200 million at the time of their inclusion. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Real Estate
Category Index S&P United States REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name Nuveen
Prospectus Benchmark Index
DJ U.S. Select Short-Term REIT TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Lei Liao 7.29 yrs
Philip Campagna 7.29 yrs

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