Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.65% -0.10% 13.95M 4889.03
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.23% 18.00% 4.761M Upgrade

Basic Info

Investment Strategy
The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets in dividend-paying exchange-traded equity securities, which include common stocks and preferred securities. It may invest up to 25% of its net assets in exchange-traded American Depositary Receipts (ADRs) and common stocks of non-U.S. issuers that are listed and trade on a foreign exchange contemporaneously with fund shares.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name Nuveen
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Chalupnik 2.66 yrs
David Park 2.66 yrs

Performance Versus Category

 
20%
15%
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 May 02, 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
--
--
--
--
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-9.54%
15.14%
1.71%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.64%
17.45%
-8.83%
24.58%
5.59%
19.66%
-14.98%
26.16%
5.81%
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--
--
--
13.95%
2.96%
22.22%
-2.08%
29.62%
15.40%
23.76%
-9.81%
14.50%
3.26%
--
--
30.73%
26.42%
27.62%
-25.59%
27.87%
8.75%
As of May 02, 2024.

Asset Allocation

As of February 29, 2024.
Type % Net % Long % Short
Cash 1.57% Upgrade Upgrade
Stock 98.43% 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 an attractive total return comprised of income from dividends and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets in dividend-paying exchange-traded equity securities, which include common stocks and preferred securities. It may invest up to 25% of its net assets in exchange-traded American Depositary Receipts (ADRs) and common stocks of non-U.S. issuers that are listed and trade on a foreign exchange contemporaneously with fund shares.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Equity-Income
Fund Owner Firm Name Nuveen
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Chalupnik 2.66 yrs
David Park 2.66 yrs

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