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About Nuveen Growth Opportunities ETF
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Inception date
Sep 27, 2021
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Nuveen Fund Advisors LLC
Distributor
Nuveen Securities LLC
NUGO seeks long-term capital growth from an actively managed, concentrated portfolio of 40 to 65 US large-cap companies exhibiting a combination of growth, quality, and value characteristics. Eligible firms with at least $1 billion market-cap are further analyzed based on: earnings growth, cash flow, products and services, balance sheet, return-on-investment (ROI), management integrity, and relative valuation. The fund may have a foreign exposure of up to 20% through American Depositary Receipts (ADRs). At times and depending on market conditions, the fund may invest a significant percentage of its assets in a small number of business sectors or industries. NUGO is Nuveens first ETF that is not based on one of its existing mutual funds.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Technology Services
Retail Trade
Stocks98.77%
Electronic Technology30.51%
Technology Services29.79%
Retail Trade12.57%
Health Technology8.23%
Finance7.23%
Consumer Services3.75%
Producer Manufacturing2.05%
Process Industries1.82%
Consumer Durables1.37%
Transportation0.67%
Health Services0.43%
Consumer Non-Durables0.35%
Bonds, Cash & Other1.23%
Cash1.23%
Stock breakdown by region
North America97.05%
Europe2.95%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history