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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 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.

Strength in Nuveen ESG Mid-Cap Value ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 NUMV

More NUMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ONEOK Inc

2.64 8.7 Mil
Energy

Ferguson PLC

2.42 8.0 Mil
Industrials

United Rentals Inc

2.40 7.9 Mil
Industrials

Martin Marietta Materials Inc

2.23 7.4 Mil
Basic Materials

The Hartford Financial Services Group Inc

2.11 7.0 Mil
Financial Services

Iron Mountain Inc

1.96 6.5 Mil
Real Estate

Baker Hughes Co Class A

1.93 6.4 Mil
Energy

Ingersoll Rand Inc

1.87 6.2 Mil
Industrials

International Flavors & Fragrances Inc

1.85 6.1 Mil
Basic Materials

Eversource Energy

1.82 6.0 Mil
Utilities