(NUMV) Nuveen ESG Mid-Cap Value - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US67092P5089 • Mid-Cap Value
NUMV: Equity, Securities, Mid-Cap, Stocks, Value, Investments
The Nuveen ESG Mid-Cap Value ETF (NUMV) is an exchange-traded fund listed on the BATS exchange, designed to provide exposure to mid-capitalization companies in the U.S. that align with specific environmental, social, and governance (ESG) criteria. Under normal market conditions, the fund allocates at least 80% of its net assets and borrowings for investment purposes to securities included in its underlying index. This index is composed of equity securities from mid-cap companies listed on U.S. exchanges, focusing on value-oriented investments that meet defined ESG standards.
From a technical perspective, NUMV has shown a 20-day average volume of 25,146 shares, with a last price of $35.43. Its 20-day moving average stands at $35.59, slightly above the 50-day moving average of $35.46, while the 200-day moving average is at $34.85. The Average True Range (ATR) of 0.37 indicates moderate price volatility. Fundamentally, the ETF manages assets under management (AUM) of $359.15 million, reflecting its scale in the mid-cap value ESG segment.
Over the next three months, based on
Additional Sources for NUMV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
NUMV ETF Overview
Market Cap in USD | 340m |
Category | Mid-Cap Value |
TER | 0.31% |
IPO / Inception | 2016-12-13 |
NUMV ETF Ratings
Growth Rating | 55.3 |
Fundamental | - |
Dividend Rating | 40.3 |
Rel. Strength | -6.47 |
Analysts | - |
Fair Price Momentum | 30.22 USD |
Fair Price DCF | - |
NUMV Dividends
Dividend Yield 12m | 1.85% |
Yield on Cost 5y | 3.37% |
Annual Growth 5y | 8.62% |
Payout Consistency | 68.7% |
NUMV Growth Ratios
Growth Correlation 3m | -93% |
Growth Correlation 12m | 35.3% |
Growth Correlation 5y | 60.5% |
CAGR 5y | 12.23% |
CAGR/Max DD 5y | 0.48 |
Sharpe Ratio 12m | 0.17 |
Alpha | -5.58 |
Beta | 0.721 |
Volatility | 31.59% |
Current Volume | 109k |
Average Volume 20d | 40.5k |
As of April 28, 2025, the stock is trading at USD 33.19 with a total of 109,015 shares traded.
Over the past week, the price has changed by +4.73%, over one month by -3.43%, over three months by -8.79% and over the past year by +2.25%.
Partly, yes. Based on ValueRay Analyses, Nuveen ESG Mid-Cap Value (BATS:NUMV) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.26 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of NUMV as of April 2025 is 30.22. This means that NUMV is currently overvalued and has a potential downside of -8.95%.
Nuveen ESG Mid-Cap Value has no consensus analysts rating.
According to ValueRays Forecast Model, NUMV Nuveen ESG Mid-Cap Value will be worth about 33.8 in April 2026. The stock is currently trading at 33.19. This means that the stock has a potential upside of +1.93%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 33.8 | 1.9% |