Nuveen Esg Aggregate Etf Profile
| NUBD Etf | USD 21.40 0.04 0.19% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Nuveen ESG is trading at 21.40 as of the 20th of April 2024, a -0.19 percent down since the beginning of the trading day. The etf's lowest day price was 21.37. Nuveen ESG has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Nuveen ESG Aggregate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of March 2024 and ending today, the 20th of April 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. Nushares ESG is traded on NYSEARCA Exchange in the United States. More on Nuveen ESG Aggregate
Moving together with Nuveen Etf
| 0.86 | BND | Vanguard Total Bond | PairCorr |
| 0.86 | AGG | iShares Core Aggregate | PairCorr |
| 0.87 | BIV | Vanguard Intermediate | PairCorr |
| 0.87 | SPAB | SPDR Portfolio Aggregate | PairCorr |
| 0.86 | EAGG | iShares ESG Aggregate | PairCorr |
| 0.99 | FLCB | Franklin Templeton ETF | PairCorr |
| 0.86 | UITB | VictoryShares USAA Core | PairCorr |
Nuveen Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Nuveen ESG's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Nuveen ESG or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Investment Grade ETFs, Broad Debt ETFs, Intermediate Core Bond, Nuveen (View all Sectors) |
| Issuer | Nuveen |
| Inception Date | 2017-09-29 |
| Benchmark | Bloomberg MSCI U.S. Aggregate ESG Select Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 340.97 Million |
| Average Trading Valume | 64,115 |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Brown Brothers Harriman & Co. |
| Advisor | Nuveen Fund Advisors, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Nuveen Securities, LLC |
| Portfolio Manager | Lijun Kevin Chen, Yong Mark Zheng |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 30-Sep |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,701 |
| Market Maker | Jane Street |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | (3.1) |
| Name | Nuveen ESG U.S. Aggregate Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00HTVKYC2 |
| In Threey Volatility | 7.13 |
| 1y Volatility | 7.1 |
| 200 Day M A | 21.6209 |
| 50 Day M A | 21.7929 |
| Code | NUBD |
| Updated At | 19th of April 2024 |
| Currency Name | US Dollar |
Nuveen ESG Aggregate [NUBD] is traded in USA and was established 2017-09-29. The fund is listed under Intermediate Core Bond category and is part of Nuveen family. The entity is thematically classified as Investment Grade ETFs. Nuveen ESG Aggregate now have 233.85 M in assets. , while the total return for the last 3 years was -3.6%.
Check Nuveen ESG Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen ESG Aggregate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen ESG Aggregate Etf Constituents
| Federal National Mortgage Association 2.5% | 1.62% |
| Fnma Pass-Thru I 3.5% | 1.53% |
| United States Treasury Notes 0.25% | 1.45000005% |
| United States Treasury Bonds 1.38% | 1.34000005% |
| United States Treasury Notes 1.5% | 1.3099999% |
| United States Treasury Notes 1.88% | 3.54% |
| United States Treasury Bonds 1.88% | 1.45000005% |
| United States Treasury Bonds 2.75% | 2.02% |
| United States Treasury Notes 0.38% | 1.2999999% |
| United States Treasury Notes 2% | 1.9199999% |
Nuveen ESG Target Price Odds Analysis
What are Nuveen ESG's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Nuveen ESG jumping above the current price in 90 days from now is close to 99%. The Nuveen ESG Aggregate probability density function shows the probability of Nuveen ESG etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Nuveen ESG Aggregate has a beta of -0.0093. This indicates as returns on the benchmark increase, returns on holding Nuveen ESG are expected to decrease at a much lower rate. During a bear market, however, Nuveen ESG Aggregate is likely to outperform the market. Additionally, nuveen ESG Aggregate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Nuveen ESG to move above the current price in 90 days from now is close to 99 (This Nuveen ESG Aggregate probability density function shows the probability of Nuveen Etf to fall within a particular range of prices over 90 days) .
Nuveen ESG Top Holders
| MMREX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
| MMCEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
| MMAEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
| MMPEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
| MMTEX | Mainstay Esg Multi Asset | Mutual Fund | Allocation--50% to 70% Equity |
Nuveen ESG Aggregate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Nuveen ESG market risk premium is the additional return an investor will receive from holding Nuveen ESG long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Nuveen ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Nuveen ESG's alpha and beta are two of the key measurements used to evaluate Nuveen ESG's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.06) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | 4.61 |
Nuveen ESG Against Markets
Picking the right benchmark for Nuveen ESG etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Nuveen ESG etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Nuveen ESG is critical whether you are bullish or bearish towards Nuveen ESG Aggregate at a given time. Please also check how Nuveen ESG's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Nuveen ESG without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Theme Ratings Now
Theme RatingsDetermine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Nuveen Etf?
Before investing in Nuveen ESG, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Nuveen ESG. To buy Nuveen ESG etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Nuveen ESG. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Nuveen ESG etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Nuveen ESG Aggregate etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Nuveen ESG Aggregate etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Nuveen ESG Aggregate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Nuveen Etf please use our How to Invest in Nuveen ESG guide.
Already Invested in Nuveen ESG Aggregate?
The danger of trading Nuveen ESG Aggregate is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Nuveen ESG is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Nuveen ESG. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Nuveen ESG Aggregate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Nuveen ESG Aggregate is a strong investment it is important to analyze Nuveen ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Nuveen ESG's future performance. For an informed investment choice regarding Nuveen Etf, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen ESG Aggregate. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Nuveen ESG Aggregate information on this page should be used as a complementary analysis to other Nuveen ESG's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
The market value of Nuveen ESG Aggregate is measured differently than its book value, which is the value of Nuveen that is recorded on the company's balance sheet. Investors also form their own opinion of Nuveen ESG's value that differs from its market value or its book value, called intrinsic value, which is Nuveen ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nuveen ESG's market value can be influenced by many factors that don't directly affect Nuveen ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nuveen ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nuveen ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.