Nuveen ESG Dividend ETF
Shareclass
Nuveen ESG Dividend ETF (NUDV)
Type
Exchange-traded fund
Manager
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 44 out of 1,460 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Nuveen ESG Dividend ETF NUDV
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.85% of assets$269,567 invested
- 2. Procter & Gamble Co3.1% of assets$988,096 invested
- 3. Bank of America Corp3.13% of assets$996,432 invested
- 4. Welltower Inc1.83% of assets$584,268 invested
- 5. Citigroup Inc2.14% of assets$681,108 invested
- 6. JM Smucker Co0.22% of assets$70,505 invested
- 7. General Mills Inc0.19% of assets$59,393 invested
- 8. Accenture PLC Class A1.82% of assets$579,213 invested
- 9. Exelon Corp1.43% of assets$455,102 invested
- 10. Bristol-Myers Squibb Co1.32% of assets$420,091 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Steel Dynamics Inc0.92% of assets$293,915 invested
- 2. International Paper Co0.42% of assets$132,695 invested
- 3. 3M Co1.64% of assets$523,825 invested
- 4. CSX Corp0.26% of assets$83,128 invested
- 5. Hubbell Inc0.13% of assets$41,375 invested
- 6. Atmos Energy Corp1.32% of assets$420,143 invested
- 7. Halliburton Co0.98% of assets$311,151 invested
- 8. Jack Henry & Associates Inc0.59% of assets$189,218 invested
- 9. Quest Diagnostics Inc0.84% of assets$268,827 invested
- 10. Caterpillar Inc1.88% of assets$600,484 invested
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Financial performance
Performance data provided by
Find more financial data on NUDV at Morningstar.com
Find more financial data on NUDV at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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