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Nuveen Growth Opportunities ETF NUGO

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

Morningstar’s Analysis NUGO

Will NUGO 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 NUGO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NUGO 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 NUGO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of its Process Pillar rating is the primary driver of Nuveen Growth Opportunities ETF's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NUGO

More NUGO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.89 368.5 Mil
Technology

NVIDIA Corp

11.24 321.3 Mil
Technology

Amazon.com Inc

9.82 280.7 Mil
Consumer Cyclical

Alphabet Inc Class A

6.46 184.7 Mil
Communication Services

Apple Inc

6.44 184.1 Mil
Technology

Meta Platforms Inc Class A

5.90 168.5 Mil
Communication Services

Mastercard Inc Class A

4.60 131.6 Mil
Financial Services

Eli Lilly and Co

4.17 119.2 Mil
Healthcare

Broadcom Inc

3.85 110.1 Mil
Technology

Costco Wholesale Corp

2.34 67.0 Mil
Consumer Defensive