(NULV) Nuveen ESG Large-Cap Value - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US67092P3001 • Large Value
NULV: Large-Cap Stocks, Value Investments, ESG Securities
Nuveen ESG Large-Cap Value ETF (BATS:NULV) is designed for investors seeking exposure to large-capitalization U.S. companies that exhibit strong value characteristics while meeting specific environmental, social, and governance (ESG) criteria. The fund typically allocates at least 80% of its net assets and borrowing power to these securities, ensuring a focused approach to its investment strategy.
The ETF tracks an index of large-cap U.S. equities with value profiles, filtered through an ESG lens. This means the fund prioritizes companies with lower valuations, such as those with lower price-to-earnings or price-to-book ratios, while also evaluating their performance on ESG metrics. The ESG criteria are designed to identify firms with strong governance practices, positive social impact, and sustainable environmental practices.
With approximately $1.69 billion in assets under management (AUM), NULV is a sizable ETF in the ESG and value investing space. It trades on the BATS exchange, offering investors liquidity and accessibility. The funds focus on U.S. large-caps makes it suitable for investors seeking stability and diversification within domestic markets, while the ESG overlay adds a layer of risk mitigation and alignment with sustainable investing principles.
For investors and fund managers, NULV offers a way to blend traditional value investing with modern ESG considerations. The funds strategy is rooted in the belief that companies with strong ESG profiles may exhibit lower risk and higher resilience over the long term, making it a compelling option for those looking to integrate sustainability into their value-driven portfolios.
Additional Sources for NULV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
NULV ETF Overview
Market Cap in USD | 1,783m |
Category | Large Value |
TER | 0.26% |
IPO / Inception | 2016-12-13 |
NULV ETF Ratings
Growth 5y | 69.7% |
Fundamental | - |
Dividend | 51.9% |
Rel. Strength Industry | -1.93 |
Analysts | - |
Fair Price Momentum | 39.69 USD |
Fair Price DCF | - |
NULV Dividends
Dividend Yield 12m | 2.06% |
Yield on Cost 5y | 3.48% |
Annual Growth 5y | 11.95% |
Payout Consistency | 84.9% |
NULV Growth Ratios
Growth Correlation 3m | 39.6% |
Growth Correlation 12m | 84.7% |
Growth Correlation 5y | 73.2% |
CAGR 5y | 11.51% |
CAGR/Max DD 5y | 0.47 |
Sharpe Ratio 12m | 0.20 |
Alpha | -0.46 |
Beta | 0.68 |
Volatility | 14.43% |
Current Volume | 119.6k |
Average Volume 20d | 96.5k |
As of March 09, 2025, the stock is trading at USD 40.73 with a total of 119,628 shares traded.
Over the past week, the price has changed by -1.94%, over one month by -0.07%, over three months by -1.18% and over the past year by +9.93%.
Yes. Based on ValueRay Analyses, Nuveen ESG Large-Cap Value (BATS:NULV) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 69.70 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of NULV as of March 2025 is 39.69. This means that NULV is currently overvalued and has a potential downside of -2.55%.
Nuveen ESG Large-Cap Value has no consensus analysts rating.
According to ValueRays Forecast Model, NULV Nuveen ESG Large-Cap Value will be worth about 45.1 in March 2026. The stock is currently trading at 40.73. This means that the stock has a potential upside of +10.7%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 45.1 | 10.7% |