Morningstar

Nuveen Growth Opportunities ETF NUGO

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub

Morningstar’s Analysis NUGO

Will NUGO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NUGO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NUGO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NUGO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Nuveen Growth Opportunities ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NUGO

More NUGO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.53 344.7 Mil
Technology

Microsoft Corp

12.12 333.4 Mil
Technology

Apple Inc

11.03 303.3 Mil
Technology

Amazon.com Inc

9.09 250.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

6.78 186.4 Mil
Communication Services

Broadcom Inc

4.61 126.8 Mil
Technology

Eli Lilly and Co

4.57 125.8 Mil
Healthcare

Alphabet Inc Class A

4.51 124.2 Mil
Communication Services

Mastercard Inc Class A

4.11 113.1 Mil
Financial Services

Costco Wholesale Corp

2.57 70.7 Mil
Consumer Defensive

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