NUBD

Nuveen ESG U.S. Aggregate Bond ETF

$22.39

+0.00%

Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Nuveen ESG U.S. Aggregate Bond ETF (NUBD) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade bonds that meet certain environmental, social and governance (ESG) criteria.

Overview

ETF tracking Nuveen ESG U.S. Aggregate Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2017-10-02

Market Cap $421.0M

Average Volume N/A

Dividend Yield 3.21%

52-Week Range $21.49 - $22.69

VWAP $22.41

Performance

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Price Chart

Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund uses a passive management approach, attempting to track the performance of the Bloomberg MSCI US Aggregate ESG Focus Index. The index selects and weights bonds based on ESG ratings and scores, while maintaining a similar risk and return profile to the broader U.S. aggregate bond market.

✨ Key Features

Focuses on U.S. investment-grade fixed income securities that meet ESG criteria
Seeks to provide broad exposure to the U.S. bond market with an ESG tilt
Uses a passive, index-tracking approach to minimize costs
Relatively low expense ratio compared to actively managed ESG bond funds

⚠️ Primary Risks

Interest rate risk: Bond prices may decline as interest rates rise
Credit risk: Issuers may fail to make timely interest or principal payments
ESG screening risk: ESG criteria may exclude certain securities and impact performance
Tracking error risk: The fund may not perfectly track its underlying index

👤 Best For

This ETF may be suitable for fixed income investors seeking broad exposure to the U.S. bond market with a focus on ESG factors. It could be a core component of a diversified portfolio for investors with a medium-term investment horizon and moderate risk tolerance.