Nuveen Growth Opportunities ETFNUGO
NUGO
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
38% more funds holding
Funds holding: 8 [Q2] → 11 (+3) [Q3]
4.87% more ownership
Funds ownership: 95.38% [Q2] → 100.25% (+4.87%) [Q3]
6% less capital invested
Capital invested by funds: $3B [Q2] → $2.81B (-$184M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for NUGO.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
NUGO: Beating Peers In 2024, But Its Track Record Is Still Short
Nuveen Growth Opportunities ETF is an actively managed fund focused on growth and quality, primarily in the technology sector. The NUGO ETF has outperformed the S&P 500 by 10.5% over the last 12 months but has shown high volatility and deep draw-downs. Compared to large passive growth ETFs, NUGO has higher fees and a more concentrated portfolio.
Neutral
ETF Trends
3 months ago
ETF Investors Await Nvidia EPS
The week before Labor Day is usually a slow one. This one likely won't be, though, with Nvidia set to report results after the close today.
Positive
Seeking Alpha
5 months ago
NUGO: Top-Quality Concentrated Growth Stock Mix With Unconvincing Performance
NUGO is an actively managed ETF focused on U.S. and international growth stories with robust financial positions and strong returns on capital. With a portfolio of 42 stocks, NUGO is overweight in the internet software & services industry and has NVIDIA as its main holding. NUGO has high quality and impressive growth characteristics. However, valuation is unsurprisingly bloated.
Positive
ETF Trends
6 months ago
Nuveen ETFs Tap Into Deep Fixed Income Expertise
As of late May, actively managed fixed income ETFs had already gathered $35 billion. This was equal to a 38% share of the category's net inflows for the year.
Positive
InvestorPlace
7 months ago
Ditch Dividend Funds for These 3 High-Quality ETFs
If you want to own high-quality ETFs, a recent article from Morningstar.com suggested you should avoid dividend-focused funds. Larry Swedroe discussed why dividends are an inefficient way to return capital to shareholders.
Positive
Seeking Alpha
8 months ago
NUGO: A Concentrated Large-Cap Active Play
Nuveen Growth Opportunities ETF is an actively managed fund that focuses on U.S. companies with a market capitalization of at least $1 billion. The NUGO ETF's investment approach emphasizes growth, quality, and value, targeting market leaders with compelling earnings potential and well-capitalized companies with favorable return on invested capital. NUGO's sector allocation is heavily concentrated in Information Technology, which may pose a risk in the event of a Tech correction.
Neutral
Market Watch
10 months ago
ETF issuers defied investor expectations by raising fees in 2023. They may have to keep doing it.
Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. After a decade of seemingly never-ending fee-cutting wars, ETF issuers raised their fees in 2023 as the landscape evolved beyond cheap index-tracking funds.
Neutral
Seeking Alpha
10 months ago
NUGO: This Growth ETF Still Has To Prove Itself
Nuveen Growth Opportunities ETF is an actively managed fund with a focus on growth and quality. It is slightly inferior to the S&P 500 Growth Index regarding valuation and cash flow growth, but quality metrics are excellent. Its performance since inception is average relative to peers, which doesn't justify the significantly higher fee. However, price history may be too short to assess the fund's potential.
Charts implemented using Lightweight Charts™