Nuveen ESG Mid-Cap Value ETF
Shareclass
Nuveen ESG Mid-Cap Value ETF (NUMV)
Type
Exchange-traded fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,150 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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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 Mid-Cap Value ETF NUMV
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 Inc1.66% of assets$5.83M invested
- 2. Biogen Inc0.78% of assets$2.73M invested
- 3. The Interpublic Group of Companies Inc0.95% of assets$3.35M invested
- 4. General Mills Inc0.64% of assets$2.26M invested
- 5. Xylem Inc1.87% of assets$6.56M invested
- 6. The Hartford Insurance Group Inc2.23% of assets$7.84M invested
- 7. Keysight Technologies Inc0.44% of assets$1.56M invested
- 8. Clorox Co0.2% of assets$703,816 invested
- 9. Centene Corp0.12% of assets$435,768 invested
- 10. Ventas Inc0.46% of assets$1.6M 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. Markel Group Inc0.21% of assets$731,077 invested
- 2. Steel Dynamics Inc1.51% of assets$5.3M invested
- 3. Expeditors International of Washington Inc0.92% of assets$3.24M invested
- 4. Solventum Corp1.41% of assets$4.96M invested
- 5. Genuine Parts Co1.66% of assets$5.82M invested
- 6. Ulta Beauty Inc0.97% of assets$3.42M invested
- 7. PulteGroup Inc1.58% of assets$5.56M invested
- 8. Take-Two Interactive Software Inc1.64% of assets$5.77M invested
- 9. Western Digital Corp0.92% of assets$3.22M invested
- 10. Dover Corp0.47% of assets$1.64M invested
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Financial performance
Performance data provided by
Find more financial data on NUMV at Morningstar.com
Find more financial data on NUMV 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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