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Upturn AI SWOT - About
Nuveen ESG High Yield Corporate Bond ETF (NUHY)
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Upturn Advisory Summary
01/28/2025: NUHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 6.7% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/28/2025 |
Key Highlights
Volume (30-day avg) 26216 | Beta 0.9 | 52 Weeks Range 19.21 - 21.31 | Updated Date 04/2/2025 |
52 Weeks Range 19.21 - 21.31 | Updated Date 04/2/2025 |
Upturn AI SWOT
Nuveen ESG High Yield Corporate Bond ETF
ETF Overview
Overview
The Nuveen ESG High Yield Corporate Bond ETF (NUHY) seeks to provide investment results that closely correspond, before fees and expenses, to the investment results of the ICE BofA ESG US High Yield Corporate Bond Index. The fund focuses on high-yield corporate bonds with consideration for environmental, social, and governance (ESG) factors, aiming to offer income while promoting responsible investing.
Reputation and Reliability
Nuveen is a well-established investment manager with a long track record and strong reputation.
Management Expertise
Nuveen has significant expertise in fixed income and ESG investing, demonstrated through various specialized funds and investment teams.
Investment Objective
Goal
To track the investment results of the ICE BofA ESG US High Yield Corporate Bond Index.
Investment Approach and Strategy
Strategy: The fund aims to replicate the ICE BofA ESG US High Yield Corporate Bond Index, which screens high-yield corporate bonds for ESG criteria.
Composition The ETF primarily holds high-yield corporate bonds. A significant portion adheres to ESG principles as defined by the index methodology.
Market Position
Market Share: Data unavailable to calculate exact market share.
Total Net Assets (AUM): 247436960
Competitors
Key Competitors
- HYG
- JNK
- SPHY
Competitive Landscape
The high-yield corporate bond ETF market is competitive, with several large players. NUHY differentiates itself through its focus on ESG factors. HYG and JNK are larger, more liquid funds but don't explicitly prioritize ESG to the same degree. SPHY offers a similar, but not identical, strategy.
Financial Performance
Historical Performance: Historical performance data requires specific retrieval from financial data providers and is subject to change.
Benchmark Comparison: Benchmark comparison requires specific performance data and is subject to change.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume fluctuates based on market conditions.
Bid-Ask Spread
The bid-ask spread is typically narrow but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, credit spreads, and ESG sentiment all influence the performance of NUHY.
Growth Trajectory
The growth trajectory depends on investor demand for ESG investments and the performance of the high-yield market. Changes to strategy and holdings are dictated by index rebalancing and management decisions.
Moat and Competitive Advantages
Competitive Edge
NUHY's competitive advantage lies in its combination of high-yield exposure and ESG screening. It attracts investors seeking both income and responsible investing. The ESG focus allows NUHY to appeal to a growing segment of the market. Nuveen's expertise and brand recognition in fixed income further support its position.
Risk Analysis
Volatility
NUHY's volatility is correlated with the high-yield corporate bond market, making it sensitive to credit risk and interest rate changes.
Market Risk
Specific risks include credit risk (default risk of the underlying bonds), interest rate risk (sensitivity to changes in interest rates), and ESG integration risk (potential underperformance due to ESG constraints).
Investor Profile
Ideal Investor Profile
NUHY is suitable for investors seeking high-yield income and exposure to ESG principles, including those who prioritize responsible investing.
Market Risk
NUHY may be suitable for long-term investors or those using it as part of a diversified portfolio.
Summary
The Nuveen ESG High Yield Corporate Bond ETF provides investors with exposure to high-yield corporate bonds while incorporating ESG considerations. It aims to track the ICE BofA ESG US High Yield Corporate Bond Index and is managed by Nuveen, a reputable investment firm. The ETF offers a blend of income and responsible investing, potentially appealing to a growing segment of the market. While exposed to high-yield market risks, its ESG focus provides a differentiated approach.
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JNK
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Sources and Disclaimers
Data Sources:
- Nuveen website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. ETF performance can vary, and past performance is not indicative of future results. Market share data is based on available information and may not be precise. Consult a 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 ESG High Yield Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index utilizes certain environmental, social, and governance (" ESG") criteria to select from the securities included in the Bloomberg U.S. High Yield Very Liquid Index (the " Base Index"), which is designed to broadly capture the U.S. dollar-denominated, high yield, fixed-rate corporate bond market. Under normal market conditions, it invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index.
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