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Morningstar

Nuveen ESG US Aggregate Bond ETF NUBD

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub

Morningstar’s Analysis NUBD

Will NUBD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NUBD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NUBD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NUBD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Nuveen ESG US Aggregate Bond ETF boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NUBD

More NUBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 2.5%

1.60 5.5 Mil
Securitized

United States Treasury Notes 3.75%

1.33 4.6 Mil
Government

United States Treasury Notes 4.25%

1.10 3.8 Mil
Government

United States Treasury Notes 4.63%

1.07 3.7 Mil
Government

United States Treasury Notes 3.88%

1.07 3.7 Mil
Government

United States Treasury Notes 0.25%

1.06 3.6 Mil
Government

United States Treasury Notes 0.38%

0.94 3.2 Mil
Government

United States Treasury Bonds 3.25%

0.91 3.1 Mil
Government

United States Treasury Notes 3.63%

0.90 3.1 Mil
Government

United States Treasury Bonds 2.75%

0.86 2.9 Mil
Government