NUSA

Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF

$23.39

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) seeks to track the investment results of an index composed of U.S. investment-grade fixed-rate bonds with maturities between 1 and 5 years, while incorporating environmental, social, and governance (ESG) criteria.

Overview

ETF tracking Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2017-04-03

Market Cap $32.7M

Average Volume N/A

Dividend Yield 3.19%

52-Week Range $22.89 - $23.52

VWAP $23.40

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

NUSA seeks to replicate the performance of the Bloomberg MSCI US 1-5 Year Aggregate ESG Select Index, which is designed to provide exposure to U.S. investment-grade fixed-rate bonds with maturities between 1 and 5 years, while excluding securities of companies involved in certain business activities that do not meet specific ESG criteria.

✨ Key Features

Focuses on U.S. investment-grade bonds with short to intermediate-term maturities (1-5 years)
Incorporates ESG screening to tilt the portfolio towards companies with stronger environmental, social, and governance practices
Low expense ratio of 0.00%
Relatively low volatility compared to longer-duration bond funds

⚠️ Primary Risks

Interest rate risk: The value of the bonds in the portfolio may decline as interest rates rise
Credit risk: The fund is exposed to the risk of default or downgrade of the underlying bonds
ESG screening risk: The ESG criteria used may not always align with an investor's personal values or preferences
Liquidity risk: The fund may experience reduced liquidity in certain market conditions

👤 Best For

NUSA may be suitable for investors seeking exposure to short to intermediate-term U.S. investment-grade bonds with a focus on ESG considerations. It may be particularly appealing to investors who want to incorporate ESG factors into their fixed-income allocation while maintaining a relatively low-risk profile.