Morningstar

Nuveen ESG US Aggregate Bond ETF NUBD

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

Morningstar’s Analysis NUBD

Will NUBD 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 NUBD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NUBD 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 NUBD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Nuveen ESG US Aggregate Bond ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NUBD

More NUBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 2.5%

1.45 5.8 Mil
Securitized

United States Treasury Notes 3.75%

1.19 4.8 Mil
Government

United States Treasury Notes 3.625%

1.15 4.6 Mil
Government

United States Treasury Notes 4.25%

0.99 4.0 Mil
Government

United States Treasury Notes 4.625%

0.96 3.8 Mil
Government

United States Treasury Notes 3.875%

0.96 3.8 Mil
Government

United States Treasury Notes 4.25%

0.94 3.8 Mil
Government

United States Treasury Bonds 3.25%

0.86 3.5 Mil
Government

United States Treasury Notes 0.375%

0.83 3.3 Mil
Government

United States Treasury Bonds 2.75%

0.82 3.3 Mil
Government

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