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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.65% -0.06% 7.512M 699.33
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.01% 71.00% 130.00 Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund is actively managed and seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It, under normal market conditions, invests at least 80% of the sum of its net assets in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Nuveen
Prospectus Benchmark Index
Russell 1000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Justin Kelly 2.74 yrs
Patrick Burton 2.74 yrs
Stephan Petersen 2.74 yrs
Steve Hamill 1.11 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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As of May 23, 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
--
--
--
--
--
-31.52%
43.55%
15.47%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
11.07%
--
--
--
--
6.94%
-29.62%
22.82%
8.88%
27.18%
-0.22%
30.93%
33.32%
31.95%
-29.48%
29.96%
15.83%
23.93%
-4.13%
25.24%
21.73%
22.24%
-19.32%
24.80%
16.23%
--
-5.24%
28.25%
29.20%
25.02%
-20.84%
22.88%
14.53%
As of May 23, 2024.

Asset Allocation

As of April 30, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% 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 provide long-term capital appreciation. The fund is actively managed and seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It, under normal market conditions, invests at least 80% of the sum of its net assets in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Nuveen
Prospectus Benchmark Index
Russell 1000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Justin Kelly 2.74 yrs
Patrick Burton 2.74 yrs
Stephan Petersen 2.74 yrs
Steve Hamill 1.11 yrs

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