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Morningstar

Nuveen ESG Dividend ETF NUDV

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

Morningstar’s Analysis NUDV

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

  • People Pillar

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

A sound investment process and strong management team underpin Nuveen ESG Dividend ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NUDV

More NUDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

2.18 171,369
Healthcare

Bank of America Corp

1.96 154,256
Financial Services

Johnson & Johnson

1.93 152,106
Healthcare

The Home Depot Inc

1.86 146,071
Consumer Cyclical

PepsiCo Inc

1.84 144,524
Consumer Defensive

Coca-Cola Co

1.84 144,348
Consumer Defensive

Texas Instruments Inc

1.69 132,840
Technology

Oracle Corp

1.69 132,583
Technology

Caterpillar Inc

1.67 131,144
Industrials

Cisco Systems Inc

1.65 129,726
Technology