Morningstar

Nuveen ESG Mid-Cap Value ETF NUMV

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

Morningstar’s Analysis NUMV

Will NUMV outperform in the 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 NUMV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen ESG Mid-Cap Value ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NUMV

More NUMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

2.83 12M
Technology

United Rentals Inc

2.51 11M
Industrials

Cardinal Health Inc

2.27 10M
Healthcare

Prudential Financial Inc

2.05 9M
Financial Services

Baker Hughes Co Class A

2.05 9M
Energy

Sysco Corp

1.95 9M
Consumer Defensive

Yum Brands Inc

1.93 9M
Consumer Cyclical

Archer-Daniels-Midland Co

1.93 9M
Consumer Defensive

Consolidated Edison Inc

1.93 9M
Utilities

Xylem Inc

1.87 8M
Industrials

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