Nuveen Growth Opportunities ETF

NUGO

Market cap $2.83B

Overview Fund Activity

39.05 USD

+0.04

0.1%

At close Updated Sep 12, 4:00 PM EDT

1 day

0.1%

5 days

1.35%

1 month

2.14%

3 months

12.44%

6 months

25.08%

Year to date

12.47%

1 year

22.68%

5 years

60.96%

10 years

60.96%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

8% less funds holding

Funds holding: 12 [Q1] → 11 (-1) [Q2]

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

94% less capital invested

Capital invested by funds: $2.52B [Q1] → $157M (-$2.36B) [Q2]

97.83% less ownership

Funds ownership: 103.28% [Q1] → 5.45% (-97.83%) [Q2]

See Fund Rankings

Financial journalist opinion

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.

NUGO: Beating Peers In 2024, But Its Track Record Is Still Short

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.

ETF Investors Await Nvidia EPS

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.

NUGO: Top-Quality Concentrated Growth Stock Mix With Unconvincing Performance

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.

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.

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.

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.

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.

See News Rankings

Charts implemented using Lightweight Charts™