Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Nuveen Sustainable Core ETF (NSCR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/06/2025: NSCR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -0.58% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/06/2025 |
Key Highlights
Volume (30-day avg) 140 | Beta - | 52 Weeks Range 24.57 - 29.33 | Updated Date 04/1/2025 |
52 Weeks Range 24.57 - 29.33 | Updated Date 04/1/2025 |
Upturn AI SWOT
Nuveen Sustainable Core ETF
ETF Overview
Overview
The Nuveen Sustainable Core ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of U.S. companies with strong Environmental, Social, and Governance (ESG) practices. It focuses on large and mid-cap equities, aiming for a core equity allocation with a sustainable tilt.
Reputation and Reliability
Nuveen is a well-established asset manager with a long history and strong reputation in the investment industry.
Management Expertise
Nuveen has a dedicated team of investment professionals with expertise in sustainable investing and ESG analysis.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a proprietary ESG scoring methodology to select and weight securities. It does not track a specific index directly but aims to outperform traditional benchmarks with a sustainable focus.
Composition Primarily invests in U.S. large and mid-cap equities. Holdings are diversified across various sectors.
Market Position
Market Share: Information unavailable to determine the exact market share.
Total Net Assets (AUM): Data Unavailable due to hypothetical scenario.
Competitors
Key Competitors
- ESGU
- SUSL
- VSGX
Competitive Landscape
The sustainable ETF market is competitive with several established players. Nuveen's sustainable approach offers a unique screening and weighting process. Advantages might be its ESG scoring, while disadvantages could include higher expense ratio relative to some competitors.
Financial Performance
Historical Performance: Data Unavailable due to hypothetical scenario.
Benchmark Comparison: Data Unavailable due to hypothetical scenario.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
Average trading volume is good which will enhance liquidity.
Bid-Ask Spread
The bid-ask spread is relatively tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends can influence the ETF's performance. Increased investor interest in ESG factors can drive demand for sustainable investments.
Growth Trajectory
Growth is dependent on ESG investing trends. Changes to strategy and holdings can influence the funds future perfomance.
Moat and Competitive Advantages
Competitive Edge
Nuveen Sustainable Core ETF's competitive edge lies in its proprietary ESG scoring methodology that focuses on identifying companies with strong sustainable practices. This unique approach can appeal to investors seeking a combination of financial returns and social impact. Furthermore, Nuveen's established reputation and expertise in responsible investing contribute to the fund's attractiveness. Finally, the focus on large and mid-cap equities provides a balance between growth potential and lower volatility.
Risk Analysis
Volatility
Data Unavailable due to hypothetical scenario.
Market Risk
Market risk is inherent in the ETF's equity holdings. Specific risks include sector concentration and ESG-related screening which could lead to underperformance compared to non-ESG funds during certain periods.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking long-term capital appreciation with a commitment to sustainable investing. It suits individuals, institutions, or financial advisors who want to align their investments with ESG principles.
Market Risk
It's suitable for long-term investors looking for a core equity allocation. Not best suited for active traders due to ESG constraints and long-term strategy.
Summary
The Nuveen Sustainable Core ETF offers investors a way to align their investments with ESG principles. The fund focuses on long-term capital appreciation, primarily by investing in U.S. large and mid-cap equities. Its proprietary ESG scoring methodology seeks to identify companies with strong sustainable practices. The ETF may underperform non-ESG funds and investors should understand the risks associated with ESG investing and sustainability.
Similar Companies
CRBN
iShares MSCI ACWI Low Carbon Target ETF
CRBN
iShares MSCI ACWI Low Carbon Target ETF
DSI
iShares MSCI KLD 400 Social ETF
DSI
iShares MSCI KLD 400 Social ETF
ESGU
iShares ESG Aware MSCI USA ETF
ESGU
iShares ESG Aware MSCI USA ETF
SUSL
iShares ESG MSCI USA Leaders ETF
SUSL
iShares ESG MSCI USA Leaders ETF
Sources and Disclaimers
Data Sources:
- Hypothetical Data.
- Nuveen Website (For general info)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. The scenario is hypothetical, and the data may not be accurate. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Nuveen Sustainable Core ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to pursue its investment objective by investing, under normal market conditions, at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of sustainable companies.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.