Nuveen ESG Mid-Cap Growth ETF
Shareclass
Nuveen ESG Mid-Cap Growth ETF (NUMG)
Type
Exchange-traded fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 258 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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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 Mid-Cap Growth ETF NUMG
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. HubSpot Inc2.52% of assets$10.26M invested
- 2. First Solar Inc2.43% of assets$9.9M invested
- 3. Tapestry Inc2.08% of assets$8.46M invested
- 4. Lululemon Athletica Inc1.52% of assets$6.2M invested
- 5. FactSet Research Systems Inc0.04% of assets$180,890 invested
- 6. Deckers Outdoor Corp1.51% of assets$6.17M invested
- 7. Tyler Technologies Inc0.53% of assets$2.17M invested
- 8. Dynatrace Inc Ordinary Shares1.99% of assets$8.13M invested
- 9. Waters Corp1.83% of assets$7.47M invested
- 10. F5 Inc1.2% of assets$4.89M 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. Carvana Co Class A2.78% of assets$11.35M invested
- 2. Markel Group Inc1.43% of assets$5.84M invested
- 3. The Trade Desk Inc Class A2.23% of assets$9.09M invested
- 4. Fair Isaac Corp3.37% of assets$13.75M invested
- 5. Zscaler Inc3.01% of assets$12.29M invested
- 6. West Pharmaceutical Services Inc1.72% of assets$7.02M invested
- 7. Bentley Systems Inc Ordinary Shares - Class B1.57% of assets$6.41M invested
- 8. Nutanix Inc Class A2.09% of assets$8.53M invested
- 9. Ulta Beauty Inc1.18% of assets$4.81M invested
- 10. Vulcan Materials Co1.79% of assets$7.29M invested
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Financial performance
Performance data provided by
Find more financial data on NUMG at Morningstar.com
Find more financial data on NUMG 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.
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